Senior Client Relationship Associate

Boulay•Eden Prairie, MN

2d•Hybrid

About The Position

Boulay Wealth Management helps entrepreneurs, business owners, individuals, and families navigate the financial complexities of life through integrated investment, tax, estate, and wealth planning services. Our collaborative team partners closely with clients to deliver personalized strategies and exceptional service that help them achieve their financial and personal goals. As a Senior Client Relationship Associate, you'll play a vital role in helping clients feel supported, informed, and confident throughout every stage of their financial journey. As a trusted partner to Wealth Advisors and fellow team members, you'll serve as a key point of contact for clients, helping coordinate complex service needs, facilitate seamless onboarding experiences, and ensure every interaction reflects the high level of care Boulay is known for. You'll have the opportunity to take ownership of meaningful client relationships, anticipate client needs, and make a direct impact on the overall client experience. Beyond client service, you'll be a valued contributor to the continued growth and success of our Wealth Management team. You'll help identify opportunities to improve processes, enhance operational efficiency, support the development of newer team members, and collaborate across departments to deliver outstanding results. This is an exciting opportunity for a service-minded professional who enjoys building relationships, solving problems, driving improvements, and making a meaningful difference for both clients and colleagues every day.

Requirements

Bachelor's degree or equivalent experience
3+ years of related experience.
Experience with account opening and custodial functions
Experience with CRM software
Experience identifying process improvements and enhancing efficiencies
Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate
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.

Nice To Haves

Series 65 or 66
Experience with Fidelity and/or Schwab

Responsibilities

Serve as a subject matter resource for client service operations within the Wealth Management team.
Support and mentor Client Relationship Associates through training and guidance.
Identify and implement workflow improvements to enhance efficiency and client service.
Build and maintain strong relationships with clients through proactive communication and exceptional service.
Partner with advisors, team members, and external professionals (CPAs, attorneys, etc.) to support client needs.
Address complex client requests and help ensure a seamless client experience.
Coordinate and prepare materials for client meetings, including account reviews, reports, and agendas.
Schedule meetings and manage related logistics.
Lead the client onboarding process and ensure a smooth transition for new clients.
Maintain accurate client records and data within Tamarac and CRM systems.
Track client activity, service requests, and account updates.
Support day-to-day account management and client service activities.