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 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!