April 30, 2019
Lake Oswego, Oregon
Job Type
Salary or Pay Details
Up to $75K DOE


Boly:Welch is a recruiting, consulting and executive search firm that represents a wide variety of businesses and organizations in the Portland, Oregon area. Recruitment for this position is being led by Boly:Welch on behalf of one of their clients.

Financial Services


What Matters Most:
  • 3+ years of experience in securities or financial administration
  • Proficiency in MS Office required; Experience with CRM and Cloud-based systems preferred
  • Securities licenses, or willingness to obtain them, preferred
Your New Role:

This growing office needs your expertise as their Client Services Specialist to revamp their systems and processes so they’re prepared for their next round of growth. If you have a strong operational streak, a deep sense of professionalism, and a customer service mindset, this is the perfect role for you. You’ll wear many hats, providing administrative and operational support to three savvy managing partners. This means overseeing all aspects of office operations, tracking and reporting weekly and monthly operational metrics, and managing client information, project management, and the CRM systems. You’ll also create new workflows and redesign systems and procedures so the office can continue to grow, grow, grow! Keep in mind that a positive attitude, the ability to prioritize complex projects, and excellent attention to detail and organization are a must for joining this team.


Your New Organization:

This might be one of the most family-friendly and flexible financial services firm in town. You’ll join a close-knit team and really get the opportunity to contribute and add your expertise. There are plenty of chances to learn and grow. The benefits are pretty great too – there is PTO, medical and dental coverage, a 401(k) plus match, as well as that elusive job flexibility. Don’t miss out on this unique opportunity to advance your career alongside a truly talented financial squad. Get your resume to Boly:Welch today!

How to Apply

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

Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.


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