Client Relationship Associate
Boly:Welch, Portland, OR, United States
Job Description
Job Number:
32136
Salary:
$70K – $80K DOE
Industry:
Wealth Management
This is an opportunity to bring organization, responsiveness, and a client‑centered approach to a growing wealth management environment. As a Client Relationship Associate you’ll play a key role in supporting both clients and advisors, ensuring a seamless, thoughtful experience across every interaction.
Responsibilities
Assist clients with annual IRA distributions.
Compile and provide tax‑related documentation.
Facilitate money‑movement requests with accuracy and care.
Serve as a central point of contact, managing advisor calendars and coordinating meetings.
Support client communications with professionalism and attention to detail.
Help clients navigate online wealth‑management tools and support account‑maintenance activities such as rebalancing.
Qualifications
3–5 years of experience in financial services.
Strong proficiency with Microsoft Office and DocuSign.
Experience with Schwab and CRM systems is preferred.
College degree preferred.
Benefits
Annual discretionary bonus.
Profit‑sharing contribution.
Medical, dental, vision, life, and disability insurance.
Generous paid time off.
Cell phone allowance.
Costco membership, paid monthly parking or public transportation pass.
Education reimbursement.
This position is an in‑office role with remote flexibility for up to 30 days per year.
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32136
Salary:
$70K – $80K DOE
Industry:
Wealth Management
This is an opportunity to bring organization, responsiveness, and a client‑centered approach to a growing wealth management environment. As a Client Relationship Associate you’ll play a key role in supporting both clients and advisors, ensuring a seamless, thoughtful experience across every interaction.
Responsibilities
Assist clients with annual IRA distributions.
Compile and provide tax‑related documentation.
Facilitate money‑movement requests with accuracy and care.
Serve as a central point of contact, managing advisor calendars and coordinating meetings.
Support client communications with professionalism and attention to detail.
Help clients navigate online wealth‑management tools and support account‑maintenance activities such as rebalancing.
Qualifications
3–5 years of experience in financial services.
Strong proficiency with Microsoft Office and DocuSign.
Experience with Schwab and CRM systems is preferred.
College degree preferred.
Benefits
Annual discretionary bonus.
Profit‑sharing contribution.
Medical, dental, vision, life, and disability insurance.
Generous paid time off.
Cell phone allowance.
Costco membership, paid monthly parking or public transportation pass.
Education reimbursement.
This position is an in‑office role with remote flexibility for up to 30 days per year.
#J-18808-Ljbffr