Wealth Client Services Associate — Hybrid Onboarding
Listed on 2026-10-17
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Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Boly:
Welch is seeking a Client Services Associate to support wealth management clients. You will prepare onboarding docs, maintain accounts, and liaison with investment managers to process requests.
The role requires strong communication, detail-orientation, and accuracy with CRM data, with a hybrid work arrangement (three days in-office per week) and a focus on client service excellence.
Consider building your career as a Wealth Client Services Associate — Hybrid Onboarding at Boly:
Welch.
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 Client Services Associate — Hybrid Onboarding role in the description above.
We appreciate your interest in this position.
Join Boly:
Welch and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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