Job Description
We are currently seeking a talented and enthusiastic individual to join Boulay Wealth. This is an exciting opportunity for an individual looking to join a synergistic team that values its employees and client relationships. The Client Service Associate (CSA) is a critical part of the Boulay Wealth team, responsible for delivering extraordinary client service and care. This individual will lead the coordination and processing of new accounts, provide general account maintenance, and execute cash movement. You would be responsible for executing excellent proactive service to our clients while working collaboratively with our team. This is a hybrid role based out of our Eden Prairie Headquarters, with some flexibility to work from home.
We want to help you build a career fit for your life.
If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.
Responsibilities:
Communicate and collaborate with clients and team members to provide excellent service to current and prospective clients.
Prepare documents for client meetings.
Research and resolve client and team member questions and issues relating to financial accounts and service requests, collaborating with custodians and team members.
Execute set-up and transfer of funds for new investment accounts
Assist with client account administration functions.
Responsible for accurately handling all aspects of client account opening and maintenance.
Work directly with custodians to resolve client account issues.
Utilize CRM system for daily tasks, tracking and documentation of client data, and documenting updates to current assigned work.
College Degree
1-2 years of experience working in a client or customer service role
Strong attention to detail & highly organized
Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate
Effective use of technology/software
Flexible to changing circumstances and client needs
Desire to provide concierge quality customer service
Proficient in Microsoft Office Suite with strong attention to detail, ability to learn quickly, and maintain confidentiality.
Effective communicator with strong multitasking, prioritization, interpersonal skills, and a collaborative, client-focused mindset.
Preferred:
- Experience in financial services or a professional services environment involving compliance and adherence to regulations
- Experience working with a CRM system
- Experience processing paperwork
The salary range is $56,000-$82,000. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.
Boulay is committed to providing reasonable accommodation to all applicants . If you require any accommodation, contact Maria at [email protected].
Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm’s continued success.
- Flexible Working Hours
- Paid Holidays, PTO, Personal Time
- Remote & Hybrid Work Arrangements
- Mentorship Programs
- Training & Development Programs
- Extensive Benefits Offerings
- Open Doors at All Levels
- Employee Appreciation Activities
