Client Relationship Associate
4 weeks ago
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 you.
Responsibilities:
- Communicate and collaborate with clients and team members to provide excellent customer service to current and prospective clients
- Schedule Client Meetings
- Prepare for client meetings by
- Conduct administrative review of accounts
- Ensure all client data is updated and relevant
- Prepare all necessary materials, agendas, and reports
- Ensure new client onboarding processes are progressing in a timely manner.
- Conduct client courtesy calls in anticipation of upcoming needs
- Responsible for data integrity for client accounts in Tamarac
- Utilize CRM system for daily tasks, tracking and documentation of client data, and internal updates to current assigned work.
- Collaborate with team members regarding account questions, service requests, and client inquiries
- Schedule appointments and coordinate arrangements for meetings
- Complete other duties, tasks, or special projects as assigned
Requirements
- High School Diploma or GED
- 1+ years of administrative support with internal or external client service experience
- Strong attention to detail & highly organized
- Effective use of technology/software
- Flexible to changing circumstances and client needs
- Desire to provide quality customer service
- Handle sensitive information and maintain confidentiality
- Work independently, multitask, and prioritize work to meet deadlines
- Possess problem solving skills and issue resolution capabilities
- Communicate effectively in both written and verbal capacities in English
- Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate
Preferred:
- Associate’s or Bachelor’s degree
- Experience in financial services or a professional services environment involving compliance and adherence to regulations
Benefits
- 401(K)
- Dental Insurance
- Disability Insurance
- Employee Assistance Program
- Flexible Schedule
- Health Insurance
- Life Insurance
- Paid Holidays, PTO & Personal Time
- Parental Leave
- Tuition Reimbursement
- Vision Insurance
- Remote & Hybrid Work Arrangements
- Mentorship Programs
- Training & Development Programs
- Employee Appreciation Activities
- Open Doors at All Levels
Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.
-
Client Relationship Associate
3 weeks ago
Eden Prairie, United States Boulay Full timeWe 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...
-
Client Relationship Associate
2 months ago
Eden Prairie, United States Boulay Full timeWe 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...
-
Client Relationship Associate
2 months ago
Eden Prairie, United States Boulay Full timeWe 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...
-
Client Relationship Manager
2 weeks ago
Eden Prairie, Minnesota, United States Christensen Group Inc Full timePosition OverviewThis is a full-time opportunity within a dynamic insurance agency.About Christensen Group Inc.Established in 1952 and fully employee-owned, Christensen Group Inc. stands as the premier independent insurance and employee benefits agency in Minnesota. Our culture prioritizes the well-being of our employees, clients, and partners alike. We are...
-
Client Relationship Manager
1 week ago
Eden Prairie, Minnesota, United States Christensen Group Insurance Full timePosition OverviewThis is a full-time opportunity within the insurance sector, focusing on client management and service excellence.About Christensen Group InsuranceEstablished in 1952 and entirely employee-owned, Christensen Group Insurance stands as the largest independent insurance and employee benefits agency in Minnesota. We prioritize our employees'...
-
Client Relationship Manager
1 week ago
Eden Prairie, Minnesota, United States Christensen Group Insurance Full timePosition OverviewThis is a full-time opportunity within a dynamic insurance agency. About Christensen GroupEstablished in 1952 and fully employee-owned, Christensen Group stands as the largest independent insurance and employee benefits agency in Minnesota. We prioritize our employees as individuals, fostering a culture of care for our clients, carrier...
-
Client Service Associate
5 days ago
Eden Prairie, Minnesota, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial services to our clients. Our team of experts is passionate about helping individuals and families achieve their financial goals through personalized financial planning and investment management.Job SummaryWe are...
-
Client Service Associate
3 days ago
Eden Prairie, Minnesota, United States Wealth Enhancement Group Full timeAbout the RoleWealth Enhancement Group is seeking a highly skilled and detail-oriented professional to provide exceptional service to our high-net-worth clients. As a Client Service Associate, you will play a critical role in ensuring their needs are met and exceeded.Key ResponsibilitiesGreet clients and ensure the office is clean and welcomingSchedule...
-
Client Service Associate
4 weeks ago
Eden Prairie, United States Boulay Full timeJob DescriptionJob DescriptionWe are currently seeking a talented, enthusiastic individual to join our Wealth Management team as a Client Service Associate. The Client Service Associate (CSA) is a critical part of the Boulay Wealth Management team, responsible for delivering extraordinary client service and care. This individual will lead the coordination...
-
Client Service Associate
4 weeks ago
Eden Prairie, United States Boulay Full timeJob DescriptionJob DescriptionWe are currently seeking a talented, enthusiastic individual to join our Wealth Management team as a Client Service Associate. The Client Service Associate (CSA) is a critical part of the Boulay Wealth Management team, responsible for delivering extraordinary client service and care. This individual will lead the coordination...
-
Client Service Associate
4 weeks ago
Eden Prairie, United States Boulay Full timeWe are currently seeking a talented, enthusiastic individual to join our Wealth Management team as a Client Service Associate. The Client Service Associate (CSA) is a critical part of the Boulay Wealth Management team, responsible for delivering extraordinary client service and care. This individual will lead the coordination and processing of new...
-
Customer Relationship Executive
2 weeks ago
Eden Prairie, Minnesota, United States C.H Robinson Careers Full timePosition Overview:As a Client Engagement Specialist, you will embark on a journey of professional growth while managing a diverse customer portfolio within a dynamic training program. Your primary objective will be to ensure that service delivery aligns with customer expectations, while also acting as a brand ambassador who enhances customer satisfaction and...
-
Relationship Banker
1 day ago
Sun Prairie, Wisconsin, United States One Community Bank Full timeAbout the RoleWe are seeking a skilled and motivated Relationship Banker to join our team at One Community Bank. As a Relationship Banker, you will have the opportunity to build strong relationships with our valued clients and provide them with exceptional banking services.Key ResponsibilitiesAssist clients with their financial needs and guide them towards...
-
Customer Relationship Executive
2 weeks ago
Eden Prairie, Minnesota, United States C.H Robinson Careers Full timePosition Overview:As a Client Engagement Specialist, you will embark on a journey of professional growth while managing a diverse customer portfolio within a dynamic training environment. Your primary objective will be to ensure that service delivery aligns with customer expectations, all while acting as a brand advocate who enriches customer interactions...
-
Client Relationship Manager
2 weeks ago
Grand Prairie, Texas, United States Property Paving, Inc Full timeJob OverviewProperty Paving, Inc. is a premier contractor specializing in concrete and asphalt paving, dedicated to delivering quality and innovation in every project we undertake.We are seeking a Client Relationship Manager to join our team.The Client Relationship Manager will play a crucial role in building and sustaining profitable relationships with...
-
Associate Account Manager Client Service
1 month ago
Eden Prairie, Minnesota, United States Optum Full timeCareers at Solutran, part of the Optum and UnitedHealth Group family of businesses. We create direct spending solutions driven by our extensive financial tech experience to help those we serve be healthier, happier, and more productive. Our platform helps members manage their health plans, supplemental benefits, and rewards all in one place. You'll have the...
-
Client Solutions Executive
1 week ago
Eden Prairie, Minnesota, United States HireSparks AV Recruiting Full timeJob OverviewThe Business Development Executive is expected to exhibit a high level of expertise in identifying and securing engagements with key decision-makers in mid to large enterprises, ideally those with multiple locations. A successful history in prospecting through networking and active participation in industry associations is highly valued.Key...
-
Sales Associate
2 months ago
Eden Prairie, United States Ascena Retail Group Full timeAbout usLOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because feeling like yourself is always in style.Here at LOFT, we're busy styling the careers and supporting the lives of everyday optimists just like...
-
Client Relations Associate
1 month ago
Grand Prairie, United States Elite GI. Full timeAt Elite Generations , our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Relations Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll take a proactive approach to support innovative...
-
Sales Associate
2 months ago
Eden Prairie, United States Ascena Retail Group Full timeAbout us LOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because feeling like yourself is always in style. Here at LOFT, we're busy styling the careers and supporting the lives of everyday optimists just...