Salary: $50K+ Industry: Financial Services
What Matters Most:
- A minimum of 2+ years of investment industry experience
- Bachelor’s degree preferred
- Series 6, Series 7, and Series 66 licenses preferred
Your New Role:
This expanding Portland-based financial firm is looking for an innovative Financial Client Service Associate to join their ambitious team. You should be an excellent communicator with the ability to collaborate with all levels of management and different personality types. You’ll be responsible for assisting advisors with the day-to-day management of their appointment calendars. This will include opening new accounts, transferring assets, and helping to prepare quarterly client meetings. Your experience should reflect your passion for interpersonal relationship building and your customer service skills should be unparalleled. A desire to build lasting relationships with key business partners to add lines of coverage and ensure high-quality service will put you ahead of the pack for this role!
Your New Organization:
As a recipient of the Top Workplaces, 100 Best Companies to Work For, and Oregon’s Healthiest Employer awards, this local, growing RIA knows how to compensate for hard work! This company offers updated and gorgeous aesthetics, a culture that values you as an individual, and excellent benefits including employer-paid medical and dental insurance, life and disability insurance, an FSA, generous paid time off, and so much more! To be considered for this great opportunity, contact Boly:Welch today!
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to firstname.lastname@example.org.
Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.