Client Relationship Associate

This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. 

The ideal associate will:

• Act as the primary point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
• Assist with all facets of new client onboarding including opening accounts, establishing client portal access, and managing account transfers and documents.
• Manage client information within the CRM.  Maintaining clients’ profiles, information, and activities.
• Establish and nurture strong relationships with clients.
• Resolve and troubleshoot client issues promptly and effectively.
• Inform clients about new products and services.
• Actively work to meet and anticipate the needs of the...

We are currently seeking a talented, enthusiastic individual to join our Wealth Management team as a Client Relationship Associate. The Client Relationship Associate (CRA) is a critical part of the Boulay Wealth Management team, responsible for delivering extraordinary client service and care.  This individual will be responsible for working closely with Wealth Advisors and Client Service Associates (CSAs) to build and maintain client relationships through on-going proactive client communications.  Serving as the liaison for communication and required service activities between the client and our Wealth Management Team, as well as acting as a Chief-of-Staff for lead advisors.

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...