Current jobs related to Wealth Management Client Support Specialist - Eden Prairie, Minnesota - Boulay

  • Wealth Management Professional

    2 months ago

    Eden Prairie, Minnesota, United States Boulay Full time

    We are seeking a talented and enthusiastic individual to join our Wealth Management Department at Boulay Financial Advisors. Our team provides clients with holistic and integrated tax, estate, investment, and wealth advice to simplify their financial lives.Key ResponsibilitiesAs an Intern, you will work directly with our Advisor team to understand the...

  • Wealth Management Professional

    3 days ago

    Eden Prairie, Minnesota, United States Boulay Full time

    Boulay Financial Advisors offers a collaborative and dynamic work environment where professionals can thrive and grow.As a Wealth Manager, you will be part of a team of about 40 who serve successful entrepreneurs, individuals, families, and business owners.Key responsibilities include:Data gathering and analysis to create comprehensive financial...

  • Technical Support Operations Manager

    3 days ago

    Eden Prairie, Minnesota, United States MRA - The Management Association Full time

    Job SummaryAs a seasoned operations professional, you will oversee the day-to-day activities of our Technical Support team, ensuring the uptime and operational continuity of our kiosks and client-facing payment hardware. Your expertise in vendor management, data management, and technical skills will be invaluable in maintaining our premium experience for...

  • Medical Support Specialist

    4 weeks ago

    Eden Prairie, Minnesota, United States Mt Olivet Rolling Acres Full time

    Job SummaryMount Olivet Rolling Acres is seeking a skilled Medical Support Specialist to join our team. As a Medical Support Specialist, you will play a vital role in ensuring the daily well-being and safety of our clients, while also providing support with household maintenance and housekeeping.Key ResponsibilitiesAssist clients with daily cares, medical...

  • Caregiver Support Specialist

    1 week ago

    Eden Prairie, Minnesota, United States Homewatch CareGivers Full time

    Job Summary: We are seeking a compassionate and reliable Caregiver Support Specialist to join our team at Homewatch CareGivers. As a Personal Care Assistant, you will provide support and companionship to our clients, helping them maintain their independence and well-being.Responsibilities:Assist with daily living activities such as shopping, light...

  • Help Desk Support Specialist Onsite

    2 weeks ago

    Eden Prairie, Minnesota, United States BCforward Full time

    Job Title: Help Desk Support Specialist OnsiteBCforward is seeking a highly motivated Help Desk Support Specialist to join our team in Eden Prairie, MN.Job Summary:We are looking for a skilled and experienced Help Desk Support Specialist to provide technical support to our clients. The successful candidate will be responsible for maintaining all desktops and...

  • Direct Support Professional

    3 days ago

    Eden Prairie, Minnesota, United States Mt Olivet Rolling Acres Full time

    Job DescriptionJob Summary:As a Direct Support Professional at Mt Olivet Rolling Acres, you will play a vital role in assisting clients with daily living activities, personal care, and program implementation. Your primary responsibility will be to ensure the daily well-being and safety of our clients, while providing adequate supervision and support. You...

  • Insurance Client Manager

    2 weeks ago

    Eden Prairie, Minnesota, United States Christensen Group Insurance Full time

    About Christensen Group InsuranceWe are a 100% employee-owned insurance agency in Minnesota, dedicated to providing exceptional service to our clients. Our team is passionate about understanding the businesses we serve and finding solutions that enable them to grow.Job Title: Insurance Client ManagerWe are seeking a highly skilled Insurance Client Manager to...

  • Insurance Client Manager

    2 weeks ago

    Eden Prairie, Minnesota, United States Christensen Group Insurance Full time

    About Christensen Group InsuranceChristensen Group Insurance is a leading insurance agency in Minnesota, dedicated to providing exceptional service to our clients. As a 100% employee-owned company, we prioritize our employees' growth and well-being.Job SummaryWe are seeking a highly skilled Insurance Client Manager to join our team. In this role, you will be...

  • Insurance Client Manager

    1 month ago

    Eden Prairie, Minnesota, United States Christensen Group Insurance Full time

    About Christensen Group InsuranceChristensen Group Insurance is a leading insurance agency in Minnesota, dedicated to providing exceptional service to our clients. As a 100% employee-owned company, we prioritize our employees' growth and well-being, fostering a culture of collaboration and innovation.Job SummaryWe are seeking a highly skilled Insurance...

  • Client Relationship Manager

    2 months ago

    Eden Prairie, Minnesota, United States Christensen Group Insurance Full time

    Position 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'...

  • IT Support Specialist

    2 weeks ago

    Eden Prairie, Minnesota, United States FOSS GmbH Full time

    Job Title: Information Technology Support SpecialistJob Summary:FOSS GmbH is seeking a highly skilled Information Technology Support Specialist to join our team. As an IT Support Specialist, you will be responsible for providing technical support for our company's IT systems, handling requests from end-users on-site and remotely, and implementing new...

  • Client Service Manager

    4 weeks ago

    Eden Prairie, Minnesota, United States APR Full time

    Job Title: Client Service ManagerAPR is seeking a highly skilled Client Service Manager to join our team. As a Client Service Manager, you will be responsible for managing an established book of business, providing exceptional customer service, and driving business growth.Key Responsibilities:Manage an assigned book of business, including renewals, policy...

  • Medical Specialist Lead Direct Support Professional

    2 weeks ago

    Eden Prairie, Minnesota, United States Mt Olivet Rolling Acres Full time

    Job DescriptionThe Lead Direct Support Professional Medical Specialist plays a vital role in assisting clients with daily living activities, personal care, and program implementation. This position is responsible for ensuring the daily well-being and safety of clients, while also providing adequate supervision. The Lead DSP-Med Spec assists with household...

  • Cloud Support Specialist

    2 weeks ago

    Eden Prairie, Minnesota, United States US Signal Full time

    Job Title: Cloud Support SpecialistUS Signal is seeking a highly skilled Cloud Support Specialist to join our Technical Operations Center team. As a key member of our team, you will be responsible for providing exceptional customer support for our Cloud, Disaster Recovery, and Data Protection services.Key Responsibilities:Provide level one and two customer...

  • Lead Direct Support Professional

    1 week ago

    Eden Prairie, Minnesota, United States Mt Olivet Rolling Acres Full time

    Job Title: Lead Direct Support Professional - Behavioral SpecialistMount Olivet Rolling Acres is seeking a skilled and compassionate Lead Direct Support Professional - Behavioral Specialist to join our team. As a key member of our support team, you will play a vital role in ensuring the daily well-being and safety of our clients with intellectual and...

  • Technical Support Director

    2 weeks ago

    Eden Prairie, Minnesota, United States MRA - The Management Association Full time

    Job Title: Technical Support DirectorReady Credit Corporation is seeking a highly skilled Technical Support Director to oversee the day-to-day activities of our Technical Support team. As a key member of our operations management team, you will be responsible for prioritizing workload assignments, managing systems of records, and ensuring the uptime and...

  • Technical Support Director

    3 days ago

    Eden Prairie, Minnesota, United States MRA - The Management Association Full time

    Job SummaryAs a Technical Support Director at MRA - The Management Association, you will oversee the day-to-day activity of Technical Support personnel and service vendors. This role requires strong technical skills around data management, excellent communication skills, and a solid foundation in business application development.Key ResponsibilitiesManage...

  • Help Desk Support Specialist Onsite

    4 weeks ago

    Eden Prairie, Minnesota, United States BCforward Full time

    Job Title: Help Desk Support Specialist OnsiteBCforward is seeking a highly motivated Help Desk Support Specialist to join our team. As a Help Desk Support Specialist, you will be responsible for maintaining all desktops and laptops, responding to user needs, and troubleshooting issues.Key Responsibilities:Troubleshoot end-user desktop hardware and software...

  • Service Sales Support Specialist

    1 week ago

    Eden Prairie, Minnesota, United States MTS Systems Full time

    Job DescriptionAt MTS Systems Corporation, we are seeking a highly skilled Service Sales Support Specialist to join our team. As a key member of our sales team, you will be responsible for providing exceptional support to our customers, ensuring timely and accurate processing of service parts and aftermarket components.Key Responsibilities:Evaluate customer...

Wealth Management Client Support Specialist

2 months ago

Eden Prairie, Minnesota, United States Boulay Full time
Position Overview

We are in search of a dedicated and motivated individual to become a vital member of our Wealth Management division as a Client Service Associate. The Client Service Associate (CSA) plays an essential role within the Boulay Wealth Management team, ensuring exceptional client support and engagement. This position involves leading the setup and management of new accounts, overseeing general account upkeep, and facilitating cash transactions.

Our Commitment to Your Career Development

If you are seeking a distinctive opportunity to further your professional journey, bring innovative ideas, or achieve a harmonious balance between your personal and professional life, Boulay could be the ideal place for you.

Key Responsibilities:

  • Manage all facets of client account initiation and ongoing maintenance with precision.
  • Engage directly with custodians to address and resolve client account challenges.
  • Leverage CRM tools for daily operations, tracking client information, and documenting updates on assigned tasks.
  • Collaborate with colleagues on account inquiries, service requests, and client communications.
  • Foster effective communication and teamwork to deliver high-quality service to clients.
  • Complete additional tasks, projects, or responsibilities as required.

Qualifications:

  • Bachelor's Degree.
  • Meticulous attention to detail.
  • Strong interpersonal abilities, a collaborative mindset, and a willingness to work as part of a team.
  • Proficient in the use of technology and software applications.
  • Adaptable to evolving circumstances and client demands.
  • A commitment to providing exceptional customer service.
  • Ability to handle confidential information with discretion.
  • Capable of working independently, managing multiple tasks, and prioritizing effectively to meet deadlines.
  • Strong problem-solving skills and capacity for issue resolution.
  • Effective communication skills in both written and verbal English.

Preferred Qualifications:

  • Experience in the financial services sector or a professional services environment with a focus on compliance and regulatory adherence.
  • Familiarity with CRM systems.
  • Experience in processing documentation.

Benefits Offered:

  • 401(K) Plan.
  • Dental Coverage.
  • Disability Insurance.
  • Employee Assistance Program.
  • Flexible Work Schedule.
  • Health Insurance.
  • Life Insurance.
  • Paid Holidays, PTO, and Personal Time.
  • Parental Leave.
  • Tuition Reimbursement.
  • Vision Coverage.
  • Remote and Hybrid Work Options.
  • Mentorship and Development Programs.
  • Employee Recognition Activities.
  • Open Communication Across All Levels.

Boulay is dedicated to attracting and nurturing highly skilled professionals while ensuring an inclusive and premier candidate experience. Our Talent Acquisition Team is committed to sourcing and recruiting diverse talent with an entrepreneurial spirit who will contribute to the Firm's ongoing success.