Client Service Associate jobs in United States
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Boulay · 15 hours ago

Client Service Associate

positionEden Prairie, MN
timeFull-time
remoteHybrid
seniorityEntry Level
money$56K/yr - $82K/yr
date1+ years exp

Boulay is a firm committed to its employees and client relationships, seeking a talented Client Service Associate to join their Wealth Team. The CSA will be responsible for delivering exceptional client service, coordinating new accounts, and maintaining client relationships.

Accounting
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Communicate and collaborate with clients and team members to provide excellent service to current and prospective clients
Prepare documents for client meetings
Research and resolve client and team member questions and issues relating to financial accounts and service requests, collaborating with custodians and team members
Execute set-up and transfer of funds for new investment accounts
Assist with client account administration functions
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

Qualification

Client service experienceMicrosoft Office SuiteAttention to detailCRM system experienceFinancial services experienceEffective communicatorMultitaskingPrioritizationInterpersonal skillsTeam-based attitude

Required

College Degree
1-2 years of experience working in a client or customer service role
Strong attention to detail & highly organized
Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate
Effective use of technology/software
Flexible to changing circumstances and client needs
Desire to provide concierge quality customer service
Proficient in Microsoft Office Suite with strong attention to detail, ability to learn quickly, and maintain confidentiality
Effective communicator with strong multitasking, prioritization, interpersonal skills, and a collaborative, client-focused mindset

Preferred

Experience in financial services or a professional services environment involving compliance and adherence to regulations
Experience working with a CRM system
Experience processing paperwork

Benefits

Flexible Working Hours
Paid Holidays, PTO, Personal Time
Remote & Hybrid Work Arrangements
Mentorship Programs
Training & Development Programs
Extensive Benefits Offerings
Open Doors at All Levels
Employee Appreciation Activities

Company

Boulay

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We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.
dateFounded in 1934
location
Eden Prairie, Minnesota, US
people-size201-500 employees
web-link
http://www.BoulayGroup.com

H1B Sponsorship

Boulay has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (2)
2021 (1)
2020 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Andrea Thermos, CPA
Partner
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Andrew Kremer, JD, CPA
Partner | Estate and Trust Attorney
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Company data provided by crunchbase