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 coordinate with internal teams to resolve client issues efficiently. - You will contribute to continuous process improvements within the client service function. What You Bring: - You bring at least 2 years of experience in client service or financial services. - You have strong communication and interpersonal skills to build and maintain client relationships. - You possess excellent organizational skills and attention to detail. - You are proficient with financial software and Microsoft Office Suite. - You demonstrate the ability to work collaboratively in a team-oriented environment. Bonus Points If You Have: - Experience in wealth management or financial advisory support. - Knowledge of regulatory compliance in financial services. - Familiarity with CRM systems and client onboarding processes. - Certification in financial services or related fields. 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 packages. - 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 for the Client Service Associate position at Boulay. We look forward to hearing from you!