Boly:Welch
Job Number: 15569
Salary: $75K-$85K DOE
Industry: Financial Services
What Matters Most:
- 3-5+ years experience in financial services
- Series 7 license required; Series 66/6/63 preferred
- Experience working in Schwab
Your New Role: Business is booming for this local financial services firm! As their new Senior Client Services Associate, you’ll be working on client paperwork and money movements, placing trades, and interacting heavily with clients.
In this team-focused environment, you’ll work closely alongside other Senior CSAs and participate in peer review sessions. This innovative company values new ideas, and your efforts to create new, efficient processes and streamline existing ones will be embraced. A high regard for client care is key to success, as this firm prioritizes excellent service for clients at all investment levels.
This position is on-site in Lake Oswego.
Your New Organization: This is your opportunity to join this client-centered financial planning and wealth management firm. Working as a close-knit team, they’re collaborative in everything they do. As a hybrid RIA, they’re able to provide investment strategies that suit the diverse needs of their large and varied client base.
Benefits here include paid time off, dental, medical, and vision coverage, 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.
