Boulay

The Retirement Plan Administration Associate manages compliance systems data maintenance to support transaction processing, compliance testing, and reporting. This role involves analyzing plan documents, managing benefit plan records, and assisting with various transactions and compliance tasks. | Candidates are required to have an Associate Degree, Bachelor’s Degree, or equivalent experience, with 0-2 years in a similar role. Strong analytical, mathematical, and technology skills are essential, along with the ability to handle sensitive information. | We are currently seeking a talented and enthusiastic individual to join our Retirement Plan Administration team. The Retirement Plan Administration Associate is responsible for managing all aspects of compliance systems data maintenance to support transaction processing, compliance testing, and reporting. Tasks are conducted under limited direct supervision but under the review of department leaders. This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks As a graduate, you will have hands-on client responsibility from the start. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, professional seminars, direct Partner mentorship and career advancement. 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: Plan Administration Support Analyze plan documents to determine terms, responsibilities, and duties associated with service provided for the plan Ensure system specifications reflect written plan documents Manage benefit plan records and information for clients Analyze and process census information Reconcile and update participant data Review selected incoming distribution documentation paperwork for completeness and accuracy Assist in calculating and processing transactions, distributions, and loan requests Manage trust statements and perform trust accounting Prepare Forms 5500 and compile reports Assist in the evaluation of takeover plans and coordinate related transition of data Assist with managing deadlines, correspondence, data collection, and retirement plan compliance for clients Remain actively involved in departmental development of processes and procedures. Compliance System Data Management Serve as a centralized data management resource for all our internal and external contacts Maintain contact management systems data, plan sponsor and participant web access Manage data links with partner financial institutions Required: Associate Degree, Bachelor’s Degree, or equivalent employment experience 0-2 years of experience Strong comfort level with technology and learning new programs Ability to handle sensitive information and maintain confidentiality Strong reading comprehension with complex material Strong analytical and mathematical skills Preferred: Previous experience in a similar role Experience with Relius software is preferred Boulay Offers Boulay Buddy Program Primary Advisor Paid Holidays, PTO & Personal time Mentorship Programs Training & Development Programs Open Doors at All Levels Extensive Benefit Offerings Employee Appreciation Activities 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. If you require any accommodation for an interview/event, please contact Maria Ploen at mploen@boulaygroup.com. The annual salary range for this position is: $64,000 - $87,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending on 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. Click here to view a complete list of benefits and advantages of working at Boulay.

Supporting the Wealth Management Team by delivering exceptional client service, managing client accounts, and ensuring compliance. | At least 2 years of client service or wealth management experience, strong communication and organizational skills, proficiency with financial software, and a client-focused mindset. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, we foster a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about building strong client relationships and contributing to a high-performing team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and processing transactions accurately and efficiently. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will participate in team meetings and contribute ideas to improve service delivery. - You will coordinate with internal departments to resolve client issues and streamline workflows. What You Bring: - You bring at least 2 years of experience in client service or wealth management support roles. - You have strong organizational skills and attention to detail. - You possess excellent communication skills, both written and verbal. - You are proficient with financial software and Microsoft Office Suite. - You demonstrate a client-focused mindset and the ability to work collaboratively. Bonus Points If You Have: - Experience with CRM systems and portfolio management software. - Knowledge of financial products and investment principles. - Certification in financial services or related fields. - Ability to manage multiple priorities in a fast-paced environment. What We Offer: - We offer a supportive and inclusive work culture that values your contributions. - We offer opportunities for professional development and career growth. - We offer competitive compensation and comprehensive benefits packages. - We offer flexible work arrangements to support work-life balance. - We offer access to cutting-edge tools and resources to help you succeed. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications for the Client Service Associate position at Boulay. We look forward to hearing from you!

Supporting the Wealth Management Team by delivering exceptional client service, managing client accounts, and ensuring compliance. | At least 2 years of experience in client service or financial services, strong communication and organizational skills, proficiency with Microsoft Office and financial software. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, Boulay fosters a collaborative environment where employees are valued and empowered to grow professionally. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about finance and client relations, eager to contribute to a dynamic and supportive team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and processing transactions accurately and efficiently. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will participate in team meetings and contribute ideas to improve service delivery. - You will coordinate with internal departments to resolve client issues and streamline workflows. What You Bring: - You bring at least 2 years of experience in client service or financial services. - You have strong communication skills, both written and verbal. - You possess excellent organizational skills and attention to detail. - You are proficient with Microsoft Office Suite and financial software. - You demonstrate a client-focused mindset and the ability to work collaboratively. Bonus Points If You Have: - Experience in wealth management or investment services. - Knowledge of financial regulations and compliance standards. - Familiarity with CRM systems and portfolio management tools. - A relevant certification such as FINRA Series 7 or Series 63. What We Offer: - We offer a supportive and inclusive work environment that values your contributions. - We offer opportunities for professional development and career advancement. - We offer competitive compensation and comprehensive benefits packages. - We offer flexible work arrangements to support work-life balance. - We offer regular team-building activities and wellness programs. Ready to Apply? Please submit your resume and cover letter through our careers page at www.boulay.com/careers. We look forward to learning how you can contribute to our team.

Supporting the Wealth Management Team by delivering exceptional client service, managing client accounts, and ensuring compliance. | At least 2 years of experience in client service or financial services, strong communication and organizational skills, proficiency in Microsoft Office, and a client-focused mindset. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, we foster a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about finance and client relationships, eager to contribute to a dynamic and supportive team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and processing transactions accurately and efficiently. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will participate in team meetings and contribute ideas to improve service delivery. - You will help coordinate client meetings and follow up on action items. What You Bring: - You bring at least 2 years of experience in client service or financial services. - You have strong organizational skills and attention to detail. - You possess excellent communication skills, both written and verbal. - You are proficient with Microsoft Office Suite and financial software. - You demonstrate a client-focused mindset and the ability to work collaboratively. Bonus Points If You Have: - Experience in wealth management or financial advisory support. - Knowledge of industry regulations and compliance standards. - Familiarity with CRM systems and portfolio management tools. - A relevant certification such as FINRA Series 7 or 63. What We Offer: - We offer a supportive and inclusive work environment that values your contributions. - We offer opportunities for professional development and career growth. - We offer competitive compensation and comprehensive benefits. - We offer flexible work arrangements to support work-life balance. - We offer a culture that encourages innovation and teamwork. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications to our HR department at careers@boulay.com. We look forward to welcoming you to our team!

Supporting the Wealth Management Team by delivering exceptional client service, managing client accounts, and ensuring compliance. | At least 2 years of experience in client service or financial services, strong communication and organizational skills, proficiency with financial software, and a client-focused mindset. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, we foster a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about finance and client relations, eager to contribute to a dynamic and supportive team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and processing transactions accurately and timely. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will coordinate with internal teams to resolve client issues efficiently. - You will participate in team meetings and contribute ideas to improve service delivery. What You Bring: - You bring at least 2 years of experience in client service or financial services. - You have strong communication skills, both written and verbal. - You possess excellent organizational skills and attention to detail. - You are proficient with financial software and Microsoft Office Suite. - You demonstrate a client-focused mindset and problem-solving abilities. Bonus Points If You Have: - Experience in wealth management or investment services. - Knowledge of regulatory compliance in financial services. - Familiarity with CRM systems and financial planning tools. - A relevant certification such as FINRA Series 7 or Series 63. What We Offer: - We offer a supportive and inclusive work environment that values your contributions. - We offer opportunities for professional development and career growth. - We offer competitive compensation and comprehensive benefits. - We offer flexible work arrangements to support work-life balance. - We offer a collaborative team culture focused on client success. Ready to Apply? Please submit your resume and cover letter to our careers page at www.boulaycareers.com. We look forward to learning how you can contribute to our team!

Deliver exceptional client service and support the Wealth Management Team in operational and client account management tasks. | At least 2 years of experience in client service or financial services, strong communication skills, and proficiency with financial software. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, we foster a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about finance and client relations, eager to contribute to a dynamic and supportive team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and ensure accurate and timely processing of transactions. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will participate in team meetings and contribute ideas to improve service delivery. - You will coordinate with internal departments to resolve client issues efficiently. - You will help maintain and update client databases to ensure data integrity. What You Bring: - Minimum of 2 years experience in client service or financial services. - Strong knowledge of wealth management principles and financial products. - Excellent communication and interpersonal skills. - Proficiency in Microsoft Office Suite and financial software. - Detail-oriented with strong organizational abilities. - Ability to work collaboratively in a team environment. Bonus Points If You Have: - Experience with CRM systems and portfolio management tools. - Background in compliance or regulatory environments. - Certification in financial planning or related fields. - Bilingual abilities are a plus. What We Offer: - We offer a supportive and inclusive work culture that values your contributions. - We offer opportunities for professional development and career growth. - We offer competitive compensation and comprehensive benefits. - We offer flexible work arrangements to support work-life balance. - We offer access to cutting-edge financial tools and resources. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications for the Client Service Associate position at Boulay. We look forward to hearing from you!

Supporting the Wealth Management Team by delivering exceptional client service, managing client accounts, and ensuring compliance with regulatory standards. | At least 2 years of experience in client service or financial services, strong communication and organizational skills, proficiency in Microsoft Office and financial software, and a client-focused mindset. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, we foster a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about finance and client relations, eager to contribute to a dynamic and supportive team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and processing transactions accurately and efficiently. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will participate in team meetings and contribute ideas to improve service delivery. - You will coordinate with internal departments to resolve client issues and streamline workflows. What You Bring: - You bring at least 2 years of experience in client service or financial services. - You have strong communication skills, both written and verbal. - You possess excellent organizational skills and attention to detail. - You are proficient with Microsoft Office Suite and financial software. - You demonstrate a client-focused mindset and the ability to work collaboratively. Bonus Points If You Have: - Experience in wealth management or investment services. - Knowledge of financial regulations and compliance standards. - Familiarity with CRM systems and portfolio management tools. - Additional certifications related to finance or client service. What We Offer: - We offer a supportive and inclusive work environment that values your contributions. - We offer opportunities for professional development and career growth. - We offer competitive compensation and comprehensive benefits. - We offer flexible work arrangements to support work-life balance. - We offer a culture that encourages innovation and teamwork. Ready to Apply? Please submit your resume and cover letter to our HR department at careers@boulay.com. We look forward to learning how you can contribute to our team.

Deliver exceptional client service and support the Wealth Management Team through accurate account management, client communication, and operational efficiency. | 2+ years of client service or financial services experience, strong communication and organizational skills, proficiency with financial software and Microsoft Office. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, we foster a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about finance and client relations, eager to contribute to a dynamic and supportive team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and processing transactions accurately and efficiently. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will maintain and update client records to ensure data accuracy and compliance. - You will support the team in administrative tasks and project coordination. - You will identify opportunities to improve service delivery and operational workflows. - You will participate in team meetings and contribute to a positive team culture. What You Bring: - You have 2+ years of experience in client service or financial services. - You possess strong communication and interpersonal skills. - You are proficient with financial software and Microsoft Office Suite. - You demonstrate excellent organizational skills and attention to detail. - You have the ability to manage multiple tasks and prioritize effectively. Bonus Points If You Have: - Experience in wealth management or investment services. - Knowledge of regulatory compliance and financial industry standards. - Familiarity with CRM systems and client onboarding processes. - A relevant certification such as FINRA Series 7 or Series 63. What We Offer: - We offer a supportive and inclusive work environment that values your contributions. - We offer opportunities for professional development and career advancement. - We offer competitive compensation and comprehensive benefits packages. - We offer flexible work arrangements to support work-life balance. - We offer regular team-building activities and wellness programs. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications for the Client Service Associate position at Boulay. We look forward to hearing from you!

Support the Wealth Management Team by delivering exceptional client service, managing client accounts, and ensuring compliance. | At least 2 years of experience in client service or financial services, strong communication and organizational skills, proficiency with financial software and Microsoft Office. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to individuals and families. With a strong commitment to client satisfaction and a collaborative team environment, Boulay fosters growth and innovation in the financial services industry. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about client relationships and eager to contribute to a dynamic, client-focused team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and ensure accurate and timely processing of transactions. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will coordinate with internal teams to resolve client issues efficiently. - You will contribute to continuous process improvements within the client service function. What You Bring: - You bring at least 2 years of experience in client service or financial services. - You have strong communication and interpersonal skills to build and maintain client relationships. - You possess excellent organizational skills and attention to detail. - You are proficient with financial software and Microsoft Office Suite. - You demonstrate the ability to work collaboratively in a team-oriented environment. Bonus Points If You Have: - Experience in wealth management or financial advisory support. - Knowledge of regulatory compliance in financial services. - Familiarity with CRM systems and client onboarding processes. - Certification in financial services or related fields. What We Offer: - We offer a supportive and inclusive work environment that values your contributions. - We offer opportunities for professional development and career growth. - We offer competitive compensation and comprehensive benefits packages. - We offer flexible work arrangements to support work-life balance. - We offer a culture that encourages innovation and teamwork. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications for the Client Service Associate position at Boulay. We look forward to hearing from you!

Deliver exceptional client service, manage client accounts, support advisors, ensure compliance, and contribute to team success. | 2+ years experience in client service or financial services, strong communication and organizational skills, proficiency with financial software, and a customer-focused mindset. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to individuals and families. With a strong commitment to client satisfaction and a collaborative team environment, Boulay fosters growth and innovation in the financial services industry. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about client relationships and eager to contribute to a dynamic, client-focused team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and ensure accurate and timely processing of transactions. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will participate in team meetings and contribute ideas to improve service delivery. - You will coordinate with internal departments to resolve client issues efficiently. - You will help onboard new clients and facilitate smooth transitions. What You Bring: - You have 2+ years of experience in client service or financial services. - You possess strong communication and interpersonal skills. - You are proficient with financial software and Microsoft Office Suite. - You demonstrate excellent organizational skills and attention to detail. - You have a customer-focused mindset and problem-solving abilities. Bonus Points If You Have: - Experience in wealth management or investment services. - Knowledge of regulatory compliance in financial services. - Certification such as FINRA Series 7 or 63. - Familiarity with CRM systems and client onboarding processes. What We Offer: - We offer a supportive and collaborative work environment. - We offer opportunities for professional development and career growth. - We offer competitive salary and comprehensive benefits package. - We offer flexible work arrangements to support work-life balance. - We offer employee wellness programs and team-building activities. Ready to Apply? Please submit your resume and cover letter to careers@boulay.com. We look forward to welcoming you to our team!

Deliver exceptional client service, manage client accounts, support advisors, ensure compliance, and contribute to team success. | At least 2 years of client service or financial services experience, strong communication and organizational skills, proficiency with Microsoft Office, and knowledge of wealth management principles. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, we foster a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about finance and client relationships, eager to contribute to a dynamic and supportive team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and processing transactions accurately and efficiently. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will participate in team meetings and contribute ideas to improve service delivery. - You will help coordinate client meetings and follow up on action items. - You will maintain up-to-date knowledge of financial products and industry trends. What You Bring: - Minimum of 2 years experience in client service or financial services. - Strong understanding of wealth management principles and financial products. - Excellent communication and interpersonal skills. - Detail-oriented with strong organizational abilities. - Proficiency in Microsoft Office Suite and financial software. - Ability to work collaboratively in a team-oriented environment. Bonus Points If You Have: - Experience with CRM systems and portfolio management software. - Knowledge of compliance and regulatory standards in financial services. - Certification or coursework related to financial planning or wealth management. - Bilingual abilities are a plus. What We Offer: - We offer a supportive and inclusive work culture that values your contributions. - We offer opportunities for professional development and career growth. - We offer competitive compensation and comprehensive benefits. - We offer flexible work arrangements to support work-life balance. - We offer access to cutting-edge financial tools and resources. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications for the Client Service Associate position at Boulay. We look forward to hearing from you!

Supporting the Wealth Management Team by delivering exceptional client service, managing client accounts, and ensuring compliance with regulatory standards. | At least 2 years of experience in client service or financial services, strong communication and organizational skills, proficiency in Microsoft Office, and a client-focused mindset. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, Boulay fosters a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about finance and client relations, eager to contribute to a dynamic and supportive team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and processing transactions accurately and efficiently. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will participate in team meetings and contribute ideas to improve service delivery. - You will coordinate with internal departments to resolve client issues and streamline workflows. What You Bring: - You bring at least 2 years of experience in client service or financial services. - You have strong communication skills, both written and verbal. - You possess excellent organizational skills and attention to detail. - You are proficient with Microsoft Office Suite and financial software. - You demonstrate a client-focused mindset and problem-solving abilities. Bonus Points If You Have: - Experience in wealth management or investment services. - Knowledge of financial regulations and compliance standards. - Familiarity with CRM systems and portfolio management tools. - A relevant certification such as FINRA Series 7 or Series 63. What We Offer: - We offer a supportive and inclusive work environment that values your contributions. - We offer opportunities for professional development and career advancement. - We offer competitive compensation and comprehensive benefits packages. - We offer flexible work arrangements to support work-life balance. - We offer regular team-building activities and wellness programs. Ready to Apply? Please submit your resume and cover letter through our careers page at www.boulaycareers.com. We look forward to learning how you can contribute to our team.

Support the Wealth Management Team by delivering exceptional client service, managing client accounts, and ensuring compliance with regulatory requirements. | 2+ years of client service or wealth management support experience, strong communication and organizational skills, proficiency with financial software and Microsoft Office. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, we foster a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about client relationships and eager to contribute to a dynamic, team-oriented environment. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and ensure accurate and timely processing of transactions. - You will collaborate with advisors to prepare client reports and documentation. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will participate in team meetings and contribute ideas to improve service delivery. - You will coordinate with internal departments to resolve client issues efficiently. - You will help maintain and update client databases to ensure data integrity. What You Bring: - You have 2+ years of experience in client service or wealth management support roles. - You possess strong communication skills, both written and verbal. - You are proficient with financial software and Microsoft Office Suite. - You demonstrate excellent organizational skills and attention to detail. - You have the ability to work collaboratively in a fast-paced team environment. Bonus Points If You Have: - Experience with CRM systems and portfolio management tools. - Knowledge of financial products and investment terminology. - A background in compliance or regulatory support. - Certification in financial services or related fields. What We Offer: - We offer a supportive and inclusive workplace culture that values your contributions. - We offer opportunities for professional development and career advancement. - We offer competitive compensation and comprehensive benefits packages. - We offer flexible work arrangements to support work-life balance. - We offer access to wellness programs and employee assistance resources. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications for the Client Service Associate position at Boulay. We look forward to hearing from you!

Deliver exceptional client service and support operational processes within the Wealth Management Team. | Minimum 2 years experience in client service or wealth management support, strong communication and organizational skills, proficiency with financial software. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to individuals and families. With a strong commitment to client satisfaction and a collaborative team environment, Boulay fosters growth and innovation in the financial services industry. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about client relationships and eager to contribute to a dynamic, client-focused team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and ensure accurate and timely processing of transactions. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will coordinate with internal teams to resolve client issues efficiently. - You will contribute to continuous process improvements within the client service function. What You Bring: - You bring at least 2 years of experience in client service or wealth management support roles. - You have strong organizational skills and attention to detail. - You possess excellent communication skills, both written and verbal. - You are proficient with financial software and Microsoft Office Suite. - You demonstrate a client-first mindset and the ability to work collaboratively in a team. Bonus Points If You Have: - Experience with CRM systems and portfolio management software. - Knowledge of financial products and investment principles. - Certification in financial services or related fields. - Bilingual abilities, especially in French or Spanish. What We Offer: - We offer a supportive and inclusive work environment that values your contributions. - We offer opportunities for professional development and career growth. - We offer competitive compensation and comprehensive benefits packages. - We offer flexible work arrangements to support work-life balance. - We offer a culture that encourages innovation and teamwork. Ready to Apply? Please submit your resume and cover letter through our careers page at www.boulay.com/careers. We look forward to learning how you can contribute to our team!

Deliver exceptional client service, manage client accounts, support advisors, ensure compliance, and enhance client experience. | Minimum 2 years experience in client service or financial services, strong communication and organizational skills, proficiency in Microsoft Office, and a client-focused approach. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, we foster a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about finance and client relations, eager to contribute to a dynamic and supportive team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and processing transactions accurately and efficiently. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will coordinate with internal teams to resolve client issues and improve service delivery. - You will participate in team meetings and contribute ideas to improve client experience. What You Bring: - You bring at least 2 years of experience in client service or financial services. - You have strong communication skills, both written and verbal. - You possess excellent organizational skills and attention to detail. - You are proficient with Microsoft Office Suite and financial software. - You demonstrate a client-focused mindset and problem-solving abilities. Bonus Points If You Have: - Experience in wealth management or financial advisory support. - Knowledge of regulatory compliance in financial services. - Familiarity with CRM systems and portfolio management tools. - Certification in financial planning or related fields. What We Offer: - We offer a supportive and inclusive work environment that values your contributions. - We offer opportunities for professional development and career growth. - We offer competitive compensation and comprehensive benefits. - We offer flexible work arrangements to support work-life balance. - We offer a culture that encourages innovation and teamwork. Ready to Apply? Please submit your resume and cover letter to our careers page at www.boulaycareers.com. We look forward to learning how you can contribute to our team!

Support the Wealth Management Team by delivering exceptional client service, managing client accounts, and ensuring compliance with regulatory standards. | Minimum 2 years experience in client service or financial services with strong communication, organizational skills, and proficiency in financial software. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, we foster a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about finance and client relations, eager to contribute to a dynamic and supportive team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and processing transactions accurately and efficiently. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will participate in team meetings and contribute ideas to improve service delivery. - You will help coordinate client meetings and follow up on action items. - You will maintain up-to-date knowledge of financial products and industry trends. What You Bring: - Minimum of 2 years experience in client service or financial services. - Strong understanding of wealth management principles and financial products. - Excellent communication and interpersonal skills. - Detail-oriented with strong organizational abilities. - Proficiency in Microsoft Office Suite and financial software. - Ability to work collaboratively in a team-oriented environment. Bonus Points If You Have: - Experience with CRM systems and portfolio management software. - Knowledge of compliance and regulatory standards in financial services. - Certification or coursework related to financial planning or wealth management. - Bilingual abilities are a plus. What We Offer: - We offer a supportive and inclusive work culture that values your contributions. - We offer opportunities for professional development and career growth. - We offer competitive compensation and comprehensive benefits. - We offer flexible work arrangements to support work-life balance. - We offer access to cutting-edge financial tools and resources. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications for the Client Service Associate position at Boulay. We look forward to hearing from you!

Support the Wealth Management Team by delivering proactive client service, managing accounts, preparing reports, and ensuring compliance. | At least 2 years of client service or financial services experience, strong communication skills, proficiency in Microsoft Office, and knowledge of wealth management products. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to individuals and families. With a strong commitment to client satisfaction and a collaborative team environment, Boulay fosters growth and innovation in the financial services industry. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about client relationships and eager to contribute to a dynamic, client-focused team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and ensure accurate and timely processing of transactions. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will coordinate with internal teams to resolve client issues efficiently. - You will participate in team meetings and contribute ideas to improve service delivery. - You will maintain confidentiality and uphold the highest standards of professionalism. What You Bring: - Minimum of 2 years of experience in client service or financial services. - Strong knowledge of wealth management products and financial terminology. - Excellent communication and interpersonal skills. - Proficiency in Microsoft Office Suite and financial software. - Detail-oriented with strong organizational skills. - Ability to work collaboratively in a fast-paced team environment. Bonus Points If You Have: - Experience with CRM systems and portfolio management tools. - Certification in financial planning or related fields. - Familiarity with regulatory compliance in financial services. - Bilingual abilities are a plus. What We Offer: - We offer a supportive and inclusive work culture that values your contributions. - We offer opportunities for professional development and career growth. - We offer competitive compensation and comprehensive benefits. - We offer flexible work arrangements to support work-life balance. - We offer access to cutting-edge financial tools and resources. Ready to Apply? Please submit your resume and cover letter to our careers page at www.boulaycareers.com. We look forward to learning how you can contribute to our team and help us deliver exceptional wealth management services.

Supporting the Wealth Management Team by delivering exceptional client service, managing client accounts, and ensuring operational efficiency. | At least 2 years of experience in client service or financial services, strong communication skills, proficiency in Microsoft Office, and knowledge of wealth management principles. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, we foster a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about finance and client relations, eager to contribute to a dynamic and supportive team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and processing transactions accurately and efficiently. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will maintain and update client records to ensure data accuracy and compliance. - You will support the team in administrative tasks and project coordination. - You will identify opportunities to improve service delivery and operational workflows. - You will participate in team meetings and contribute to a positive team culture. What You Bring: - Minimum of 2 years experience in client service or financial services. - Strong knowledge of wealth management principles and financial products. - Excellent communication and interpersonal skills. - Proficiency in Microsoft Office Suite and client management software. - Detail-oriented with strong organizational and multitasking abilities. - Ability to work collaboratively in a fast-paced team environment. Bonus Points If You Have: - Experience with CRM systems specific to wealth management. - Familiarity with regulatory compliance and financial industry standards. - Additional certifications such as CFP or CFA Level 1. - Bilingual abilities in English and French. What We Offer: - We offer a competitive salary and performance-based bonuses. - We offer comprehensive health, dental, and vision insurance plans. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible work arrangements to promote work-life balance. Ready to Apply? Please submit your resume and cover letter through our careers page at www.boulay.com/careers. We look forward to learning how you can contribute to our team!

Support the Wealth Management Team by delivering exceptional client service, managing client accounts, and ensuring compliance. | At least 2 years of experience in client service or financial services, strong communication and organizational skills, proficiency with financial software, and a client-focused mindset. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, we foster a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about finance and client relations, eager to contribute to a dynamic and supportive team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and processing transactions accurately and efficiently. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will coordinate with internal teams to resolve client issues and improve service delivery. - You will participate in team meetings and contribute ideas to improve client experience. What You Bring: - You bring at least 2 years of experience in client service or financial services. - You have strong communication skills, both written and verbal. - You possess excellent organizational skills and attention to detail. - You are proficient with financial software and Microsoft Office Suite. - You demonstrate a client-focused mindset and problem-solving abilities. Bonus Points If You Have: - Experience in wealth management or investment services. - Knowledge of regulatory compliance in financial services. - Familiarity with CRM systems and financial planning tools. - A relevant certification such as FINRA Series 7 or Series 63. What We Offer: - We offer a supportive and inclusive work environment that values your contributions. - We offer opportunities for professional development and career growth. - We offer competitive compensation and comprehensive benefits. - We offer flexible work arrangements to support work-life balance. - We offer a culture that encourages innovation and teamwork. Ready to Apply? Please submit your resume and cover letter through our careers page at www.boulay.com/careers. We look forward to learning how you can contribute to our team!

Deliver exceptional client service and support the Wealth Management Team with account management, compliance, and communication tasks. | At least 2 years of experience in client service or financial services, strong communication and organizational skills, proficiency in Microsoft Office, and a client-focused approach. | Job Title: Client Service Associate Company Overview: Boulay is a leading wealth management firm dedicated to providing personalized financial solutions to a diverse clientele. With a strong commitment to integrity and client satisfaction, we foster a collaborative environment where employees are valued and empowered to grow. Role Overview: As a Client Service Associate, you will play a crucial role in supporting our Wealth Management Team by delivering exceptional client service and ensuring smooth operational processes. This position is ideal for someone passionate about finance and client relations, eager to contribute to a dynamic and supportive team. What You'll Do: - You will execute proactive client service initiatives to enhance client satisfaction and retention. - You will assist in managing client accounts and processing transactions accurately and efficiently. - You will collaborate with advisors to prepare client reports and financial documents. - You will respond promptly to client inquiries, providing clear and professional communication. - You will support compliance and regulatory requirements by maintaining accurate records. - You will participate in team meetings and contribute ideas to improve service delivery. - You will help coordinate client meetings and follow up on action items. What You Bring: - You bring at least 2 years of experience in client service or financial services. - You have strong organizational skills and attention to detail. - You possess excellent communication skills, both written and verbal. - You are proficient with Microsoft Office Suite and financial software. - You demonstrate a client-focused mindset and ability to work collaboratively. Bonus Points If You Have: - Experience in wealth management or financial advisory support. - Knowledge of regulatory compliance in financial services. - Familiarity with CRM systems and portfolio management tools. - Certification or coursework related to finance or client service. What We Offer: - We offer a supportive and inclusive work environment that values your contributions. - We offer opportunities for professional development and career growth. - We offer competitive compensation and comprehensive benefits. - We offer flexible work arrangements to support work-life balance. - We offer a culture that encourages innovation and teamwork. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications for the Client Service Associate position at Boulay. We look forward to hearing from you!