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| Job Category : | Business |
| Company Name: | BolyːWelch |
| Position Name: | Senior Client Associate – Finance |
| Location : | Portland, OR |
| Job Description : | Job Number: 11721 Salary: $60K+ DOE Industry: Financial Services What Matters Most: 3+ years of experience in the finance or insurance industry required Proficiency in Microsoft Office required Bachelor’s degree required Your New Role: Business has been booming at this growing firm and they are seeking an experienced Senior Client Associate to add to their team. You’ll need to have excellent communication skills, as you’ll act as the primary liaison between clients, custodians, and investment managers. Creating new accounts, managing accounts, and initiating fund transfers will all be part of your day-to-day, and you will work closely with the advisors to coordinate raising cash and investing cash for clients. Join a company that values its employees professional development and sees this opportunity as just the ground level for your future with the team! Your New Organization: This company prides itself in offering clients well-researched financial management with a personalized touch. They’re a group who knows how to work hard to complete common goals, but they also genuinely enjoy coming into the office – and they hope you will, too! They can offer you paid parking, flexible scheduling, stunning office spaces. You’ll also receive plenty of mentorship and advancement opportunities. Your benefits will include paid time off, medical, dental, and vision coverage, disability and life insurance, and a 401(k) plus match. Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity. #ID1120 |
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