Client Service Associate - Eden Prairie

Only for registered members Eden Prairie, United States

2 weeks ago

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Job summary

We are currently seeking a talented and enthusiastic individual to join our Wealth Team.
This is an exciting opportunity for an individual looking to join a synergistic team that values its employees and client relationships.
The Client Service Associate (CSA) is a critical part of the Boulay Wealth team,
responsible for delivering extraordinary client service and care.

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 custodiansand team members.

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