Senior Wealth Client Services Specialist; Hybrid
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-08
Listing for:
Boly:Welch
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Boly:
Welch is seeking a Senior Client Service Associate who will play a crucial role in wealth management, focusing on client onboarding and data management. In this hybrid position, you will be the primary contact for clients, ensuring smooth communication with investment managers while overseeing document preparation and data entry.
The ideal candidate will have at least 3 years of experience in financial services and proficiency with CRM systems like Salesforce. Benefits include fully paid health insurance, a 401(k) matching program, and wellness reimbursements.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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