Wealth Management Client Services Associate — Hybrid Role
Boly-Welch Inc
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. #J-18808-Ljbffr Boly-Welch Inc
Vacancy posted 1 day ago
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