Client Service Associate in Minnesota

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...

We are currently seeking a talented and enthusiastic individual to join our Private Client Services Department. Our Private Client Services team focuses on individual, estate/trust and closely held business clients. Because our clients have the need for sound advice across numerous financial disciplines, we believe a team-based and collaborative approach brings together our collective wisdom and innovates the way they experience wealth.

As a graduate, you will have hands-on client responsibility from the start. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, professional seminars, direct Partner mentorship and career advancement.

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

If you are looking for a unique opportunity to continue advancing professionally,...

We are currently seeking a talented and driven professional to join our Private Client Services team!

Our Private Client Services team focuses on individual, estate/trust and closely held business clients. Work with this group to provide clients with tax compliance and consulting services to minimize tax and maximize growth.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.

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

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