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 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!