Senior Client Service Specialist

The Senior Client Service Specialist is a critical member of the Wealth Management team, dedicated to providing personalized and high-quality service to clients, ensuring their needs are met efficiently and with a high level of care. This includes providing client-related support and hospitality and being the first to greet our in-person clients. This is a role in which tasks are conducted under the direction and supervision of the Wealth Management Leadership. This position may also involve working cross-departmentally with other Boulay Departments to accomplish projects and tasks effectively.

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 the right fit for you.

Responsibilities

Hospitality

• Oversee Wealth Management reception responsibilities, including greeting visitors,...