Client Service Associate

We are currently seeking a talented, enthusiastic individual to join our Wealth Management team as a Client Service Associate. The Client Service Associate (CSA) is a critical part of the Boulay Wealth Management team, responsible for delivering extraordinary client service and care. This individual will lead the coordination and processing of new accounts, provide general account maintenance, and assist with cash movement.

We want to help you build a career fit to your life.

If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, or ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

Responsibilities:

• Responsible for accurately handling all aspects of client account opening and maintenance
• Work directly with custodians to resolve client account issues
• Utilize CRM system for daily tasks, tracking and documentation of client data, and documenting updates to current assigned work.
• Collaborate with team members regarding account questions, service requests, and client inquiries
• Communicate and collaborate with team members to provide quality customer service to cli...