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Site Operations & Client Services Specialist

Job in Lake Oswego, Clackamas County, Oregon, 97034, USA
Listing for: Boly Welch
Full Time position
Listed on 2026-07-19
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: On‑Site Operations & Client Services Specialist

Boly Welch in Lake Oswego, OR is seeking an Operations Support Specialist to join our client team. This on-site role emphasizes stellar organization, strong communication, and attention to detail while assisting clients with scheduling, template approvals, and inquiries.

The position supports document management, account openings, and routine office tasks in a regulated financial services environment, with benefits including 401(k)/Roth 401(k), health and dental insurance, PTO, and holidays.

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