Boly:Welch
Job Number: 32666
Salary: $75K-$85K DOE
Industry: Financial Services
Must Haves:
- 2+ years of experience in investment operations, trading, or financial services; RIA experience preferred
- Series 65 License (or willingness to obtain the license within 90 days of employment)
- Familiarity with custodial platforms (Schwab, Fidelity, etc.) preferred
- Experience with portfolio management (reallocations, rebalancing, etc.) preferred
Your New Role:
Our client, a local boutique wealth management firm, is looking for a Remote Client Service Associate who thrives at the intersection of client service, portfolio operations, and investment execution. This is an opportunity to become a trusted partner within a close-knit team, helping ensure clients receive a seamless experience while supporting the day-to-day mechanics that keep portfolios running smoothly.
As a Remote Client Service Associate, you’ll play a key role in executing trades, rebalancing portfolios, and monitoring accounts to ensure alignment with client objectives. You’ll manage account openings, maintenance requests, money movements, and transaction processing while maintaining exceptional accuracy and attention to detail. Working closely with advisors and portfolio managers, you’ll help translate investment strategies into action and ensure operational excellence behind every client interaction.
Beyond portfolio operations, you’ll serve as a go-to resource for clients, custodians, and internal stakeholders. From coordinating meetings and managing schedules to resolving service requests and maintaining critical records, you’ll help keep the business organized, responsive, and client focused. You’ll also support compliance initiatives, assist with special projects, and contribute to process improvements that enhance both efficiency and the overall client experience.
The team is looking for someone who is curious, proactive, and naturally dependable. You’ll need to bring effective communication skills, a solutions-oriented mindset, and the ability to stay composed when priorities shift. If you’re someone who enjoys taking ownership, collaborating with a high-performing team, and finding satisfaction in both precision and service, you’ll be well positioned to succeed in this role.
Although this is a remote role, candidates must be based in the Portland/Lake Oswego area to accommodate occasional on-site meetings.
Your New Organization:
For nearly three decades, our client has built a reputation for delivering thoughtful retirement planning and wealth management solutions while maintaining an unwavering commitment to fiduciary service and long-term client relationships. Employees here have the opportunity to work alongside experienced professionals, contribute directly to client success, and be part of a culture that values integrity, excellence, and meaningful relationships above all else.
Benefits include 100% employer-covered medical, dental, life, AD&D, and long-term disability insurance; 401(k); PTO; and paid holidays.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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Please Note
Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.
We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!