Client Relationship Associate

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...