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, 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!