Client Service Associate

We are currently seeking a talented and enthusiastic individual to join Boulay Wealth. 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.  This individual will lead the coordination and processing of new accounts, provide general account maintenance, and execute cash movement. You would be responsible for executing excellent proactive service to our clients while working collaboratively with our team. This is a hybrid role based out of our Eden Prairie Headquarters, with some flexibility to work from home.

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If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and profess...