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: - Minimum of 2 years experience in client service or financial services. - Strong knowledge of wealth management principles and financial products. - Excellent communication and interpersonal skills. - Proficiency in Microsoft Office Suite and client management software. - Detail-oriented with strong organizational and multitasking abilities. - Ability to work collaboratively in a fast-paced team environment. Bonus Points If You Have: - Experience with CRM systems specific to wealth management. - Familiarity with regulatory compliance and financial industry standards. - Additional certifications such as CFP or CFA Level 1. - Bilingual abilities in English and French. What We Offer: - We offer a competitive salary and performance-based bonuses. - We offer comprehensive health, dental, and vision insurance plans. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. - We offer flexible work arrangements to promote work-life balance. Ready to Apply? Please submit your resume and cover letter through our careers page at www.boulay.com/careers. We look forward to learning how you can contribute to our team!