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 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.