Senior Client Relationship Associate

Boulay Financial Advisors, LLC

Eden Prairie (MN)

Hybrid

USD 60,000 - 92,000

Full time

14 days+

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Benefits offered by this job

401(k)

Dental insurance

Disability insurance

Employee assistance program

Flexible schedule

Health insurance

Life insurance

Paid time off

Parental leave

Tuition reimbursement

Vision insurance

Work from home

Job summary

Boulay Wealth Management is seeking a Senior Client Relationship Associate to act as a trusted contact for clients, coordinating complex service needs and seamless onboarding. You will nurture client relationships, partner with wealth advisors and external professionals, and drive service excellence across the firm.

You will also contribute to process improvements, coach teammates, and help ensure accurate client records in Tamarac and CRM systems.

Qualifications

Bachelor's degree or equivalent experience.
3+ years of client service experience in a Broker Dealer or RIA environment.
Experience with CRM software.
Exceptional attention to detail and strong organizational skills.
Experience identifying process improvements and enhancing efficiencies.
Strong interpersonal skills and collaborative mindset.
Flexibility to changing client needs and a concierge level of service.
Proficient in Microsoft Office and able to maintain confidentiality.

Responsibilities

Lead and mentor client service operations within Wealth Management.
Build and maintain relationships with clients, advisors, and external professionals.
Coordinate client meetings, onboarding, and materials.
Maintain accurate client records in Tamarac and CRM systems; track activity.
Identify workflow improvements to boost efficiency and client service.

Skills

Client relationships

CRM software

Attention to detail

Multitasking

Team collaboration

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Tamarac

CRM systems

Fidelity

Schwab

Job description

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.

Are you passionate about building strong client relationships and delivering an exceptional service experience? 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.

Responsibilities

Leadership & Process Improvement

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.

Client Relationship Management

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.

Client Meetings & Onboarding

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.

Account Administration

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.

Bachelor's degree or equivalent experience

3+ years of client service experience in a Broker Dealer or RIA environment

Experience with CRM software

Possess exceptional attention to detail and strong organizational skills, with the ability to manage multiple priorities, maintain accurate records, and follow through on tasks with a high degree of accuracy

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, ability to learn quickly, and maintain confidentiality

Effective communicator with strong multitasking, prioritization, interpersonal skills, and a collaborative, client-focused mindset.

Preferred:

Series 65 or 66

Experience working with Ultra High Net Worth and/or Family Office

Experience with Fidelity and/or Schwab

The annual salary range for this position is: $60,000 - $92,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.

Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Jenna at jtackmier@boulaygroup.com.

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.