Boly:Welch · 1 day ago
Client Service Associate
Portland, OR
Full-time
Hybrid
Mid Level
$85K/yr - $85K/yr
3+ years expBoly:Welch is a legacy wealth management firm that has been earning the trust of affluent families and businesses for the past three decades. As a Client Service Associate, you will be responsible for preparing and processing documentation related to client onboarding, performing data entry into the CRM, and serving as a liaison between clients and investment managers.
ConsultingHuman ResourcesStaffing Agency
Responsibilities
Prepare and process documentation related to client onboarding and maintenance
Perform client and prospect data entry into the firm’s CRM
Prepare and oversee the preparation of various deliverables
Serve as the liaison between clients and investment managers to complete money movement requests
Coordinate with clients to provide annual audit confirmations
Perform calendaring functions with both internal and external teams
Qualification
Required
3+ years of experience in a Client Service Associate or similar role
Prior experience in a similar role in wealth management is required
Preferred
Series 65 or 66 highly preferred
Experience with Salesforce or similar CRM experience highly preferred
Charles Schwab or other custodial experience preferred
Benefits
Fully paid medical
Dental
Vision
Short-term and long-term disability
Life insurance
100% company match on your 401(k)
Internal stock opportunities
PTO
Wellness reimbursements
Paid sabbaticals
Anniversary bonuses
100% training
Certification
Licensing
Dues reimbursement
Formal mentoring plan
Company
Boly:Welch
Boly:Welch is a human resources company that provides HR outsourcing and staffing services.
0-1 employees
Funding
Current Stage
Early StageLeadership Team
Pat Welch
Co Founder, CEO
Juanita Leard
Chief Financial Officer
Recent News
Portland Business Journal
2024-12-12
Company data provided by crunchbase