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 participate in team meetings and contribute ideas to improve service delivery. - You will coordinate with internal departments to resolve client issues efficiently. - You will help onboard new clients and facilitate smooth transitions. 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 a customer-focused mindset and problem-solving abilities. Bonus Points If You Have: - Experience in wealth management or investment services. - Knowledge of regulatory compliance in financial services. - Certification such as FINRA Series 7 or 63. - Familiarity with CRM systems and client onboarding processes. What We Offer: - We offer a supportive and collaborative work environment. - We offer opportunities for professional development and career growth. - We offer competitive salary and comprehensive benefits package. - We offer flexible work arrangements to support work-life balance. - We offer employee wellness programs and team-building activities. Ready to Apply? Please submit your resume and cover letter to careers@boulay.com. We look forward to welcoming you to our team!