Remote Client Service & Portfolio Operations Associate
Alvadore, Lane County, Oregon, 97409, USA
Listed on 2026-09-26
-
Finance & Banking
Portfolio & Asset Management
Boly Welch, a local boutique wealth management firm in the Portland area, seeks a Remote Client Service Associate who thrives at the intersection of client service, portfolio operations, and investment execution. This role supports day-to-day mechanics that keep portfolios running smoothly while delivering a seamless client experience.
You’ll execute trades, rebalance portfolios, monitor accounts, manage openings and maintenance, and coordinate with advisors to translate strategy into action
As a Remote Client Service & Portfolio Operations Associate, you will play an important part at Boly Welch in Lake Oswego, OR, United States.
We are looking to fill the Remote Client Service & Portfolio Operations Associate position at Boly Welch in Lake Oswego, OR, United States.
The Remote Client Service & Portfolio Operations Associate role at Boly Welch is now open for applications in Lake Oswego, OR, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).