Boly:Welch

Job Number: 14955

Salary: $65K-$85K DOE, with bonus potential

Industry: Financial Services

What Matters Most:

  • 5+ years of experience
  • RIA experience required
  • Proficiency in Microsoft Office required
  • Bachelor’s degree required


Your New Role:
This financial services company is seeking a Senior Client Associate to provide personalized management of client portfolios. They’re looking for a strong communicator with intuitive business acumen who can provide high-touch service to clients. As part of this dynamic team, you can expect to grow your expertise in all things investing and finance, including alternative investments!

As Senior Client Associate, top-tier communication will be key as you interface with clients about account servicing. You’ll implement investment recommendations for high-net-worth and institutional clients, in alignment with the investment policy statement and the advisor’s direction. Handling general account maintenance and acting as a liaison between clients, financial institutions, and external partners will also fall under your purview.

This is a hybrid role with 3 days in-office and 2 days remote.


Your New Organization:
This company prides itself in offering clients well-researched financial management with a personalized touch. They’re a group who knows how to work hard to complete common goals, but they also genuinely enjoy coming into the office – and they hope you will, too!

They can offer you paid parking, flexible scheduling, and stunning office spaces. You’ll also receive plenty of mentorship and advancement opportunities. Your benefits will include paid time off, medical, dental, and vision coverage, disability and life insurance, and a 401(k) plus match.

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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To apply for this job please visit apply.bolywelch.com.

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