Boulay

Compensation

Full Description

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 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 up-to-date knowledge of financial products and industry trends. What You Bring: - Minimum of 2 years experience in client service or wealth management support roles. - Strong understanding of financial products and investment terminology. - Excellent communication and interpersonal skills. - Proficiency in Microsoft Office Suite and client management software. - Detail-oriented with strong organizational and multitasking abilities. Bonus Points If You Have: - Experience with CRM systems such as Salesforce or similar platforms. - Knowledge of regulatory compliance in financial services. - Certification or coursework in finance, such as CFP or CFA Level 1. - Bilingual abilities, particularly in Spanish or French. What We Offer: - We offer a collaborative and inclusive work environment that values your contributions. - We offer competitive salary and performance-based bonuses. - We offer comprehensive health, dental, and vision insurance plans. - We offer professional development opportunities and support for continuing education. - We offer flexible work arrangements to support work-life balance. 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!