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. What You Bring: - You bring at least 2 years of experience in client service or financial services. - You have strong organizational skills and attention to detail. - You possess excellent communication skills, both written and verbal. - You are proficient with Microsoft Office Suite and financial software. - You demonstrate a client-focused mindset and the ability to work collaboratively. Bonus Points If You Have: - Experience in wealth management or financial advisory support. - Knowledge of industry regulations and compliance standards. - Familiarity with CRM systems and portfolio management tools. - A relevant certification such as FINRA Series 7 or 63. What We Offer: - We offer a supportive and inclusive work environment 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 a culture that encourages innovation and teamwork. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications to our HR department at careers@boulay.com. We look forward to welcoming you to our team!