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Client Relationship Associate (Portland Metro/SW)

compensation: $55K DOE
employment type: full-time

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Seeing Possibilities In People

At Boly:Welch, we know Portland's top organizations and the talent that makes our community special. For over 30 years, we've built relationships with a wide range of clients, from large companies to boutique and niche firms, to foster career opportunities for you. Because time after time, the magic happens at the intersection of an amazing job and a fabulous set of skills - a dream job nurtured by a Boly:Welch recruiter. Whether you are a newcomer to town, currently working, or ready for your next career step, our team can help you be your most competitive self. Whoever you are, we see you.

Client Relationship Associate

Job Number: 44278

Salary: $55K DOE

Location: Portland Metro/SW

Industry: Financial Services

What Matters Most:
  • A minimum of 1 year of experience in investment management or professional services
  • Proficiency in MS Office and Salesforce required
  • Bachelor’s degree required
Your New Role:

This firm is a true pioneer in the field of social and environmental investing, and there’s no doubt that you’ll be spreading major good when you join their team as a Client Relationship Associate. They need someone to act as a point person on the client side of the business, helping out with client dashboards, reports, and streamlining outreach and scheduling. You’ll learn client preferences and anticipate their needs – maybe they’d like to move money, do some charitable gifting, or change their meeting schedules. You’ll be the contact for these requests. In addition to your administrative work, you’ll cross train with the Client Services Manager to ensure coverage across all client areas. You’ll also document what you do so they can act as a backup to you. With at least one year of experience in your back pocket, you should be able to confidently communicate with clients about personal finances and other sensitive information. A service orientation works best in this environment, where you’ll shift between a range of communication styles to accommodate both clients and advisors.

Your New Organization:

At this investment firm, you’ll find a small team of professionals who are focused on the big picture. They value clear communication and kindness, and acknowledge the importance of life outside the office. Their culture – and benefits – reflect that. You can look forward to 100% employer-paid medical and vision coverage, an HSA with generous employer contribution, 3 weeks of PTO, 9 paid holidays, sick leave, a 401(k) plus 6% match, and a commuter reimbursement once you’re hired here.

If this caught your attention and you want to be confidentially considered for this fantastic opportunity, apply directly and send us your updated resume through our Boly:Welch website. If you are a Boly:Welch candidate, please contact your recruiter directly to discuss this opportunity.


Commitment to Diversity

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Boly:Welch recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners. As a business founded and owned by women, Boly:Welch collaborates with minority and women-owned business enterprises to help develop and nurture strong relationships across all stakeholders. We make connections that enrich our community by seeing possibilities in people.


Visit www.bolywelch.com to view all of our current job openings.
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 7020927099

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