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Client Services Manager (Portland Metro/SW)

compensation: $80K 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 Services Manager

Job Number: 44277

Salary: $80K DOE

Location: Portland Metro/SW

Industry: Financial Services

What Matters Most:
  • A minimum of 5 years of experience in investment management, client services, or operations
  • Proficiency in MS Office required; Knowledge of Schwab Advisor Center, Salesforce, and portfolio management software preferred
  • Strong knowledge of investment management, estates, tax planning, and trust and estate administration preferred
  • Bachelor’s degree required
  • Active Oregon Notary commission preferred
Your New Role:

Looking to step into the big leagues? Now’s your chance! We’re working on a Client Services Manager role with a mission-driven investment services firm that views the world of finance through a progressive lens. They’re seeking someone with high emotional intelligence and an ability to not only connect with clients, but support them on a range of financial topics. If you’re hired for the job, you’ll work with both clients and advisors to establish accounts, ensure goals are translated, and help to coordinate the onboarding process. You’ll take care of client requests that revolve around asset transfers, address changes, charitable gifts, tax statements, and more. You’ll also help your colleagues get a handle on relevant procedures and documentation. If you’ve worked with Charles Schwab systems in the past, that experience will definitely transfer well into your workflow as a Client Services Manager here. Know how to foster relationships with CPAs and attorneys? They’ll tap into that too! In order to make a stellar impact (and great impression!), you’ll need to take some major initiative. Ready to do just that?

Your New Organization:

This investment firm views business as a path to fight climate change and improve social equity. All employees take an ownership mindset and everyone is accountable to each other. Leadership values work-life balance and that’s why they offer some of the best benefits in the industry. You’ll get 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.

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: 7020931009

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