Wealth Management Client Services Associate
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-10-07
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Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator, Data Entry
Boly:
Welch is recruiting for a Client Services Associate to support our wealth management clients. The role requires meticulous work in onboarding, documentation, CRM data entry, and coordination between clients and investment managers for money movements.
You will manage annual audit confirmations, calendar scheduling with teams, and deliverables preparation. The position offers a hybrid work arrangement with in-office days. Local candidates preferred in the Portland area.
The Wealth Management Client Services Associate — Hybrid Role position in the Finance, Human Resources field is open for applications.
The advertised compensation is 75.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Client Services Associate — Hybrid Role role in the description above.
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