Client Service Administrator @ Boulay

October 5, 2018

Due to our growth, Boulay, one of Minnesota's largest regional accounting and financial consulting firms, located in Eden Prairie, is currently seeking a talented, enthusiastic individual to join our firm as a Wealth Management Client Service Administrator.


This position is entrusted with client service and operational functions for our Wealth Management clients, including the following:

  • Organize and prepare materials for advisor/client meetings and ensure all materials are properly compiled and delivered to advisor prior to each meeting

  • Provide support for Wealth Management services including:

    • Administrative services for 401(k) and Insurance service lines

    • Prepare, edit and type a variety of confidential material, reports and correspondence

    • Research account and product information

    • Answer telephone, screen calls, take messages and receive visitors

    • Coordinate individual licensing compliance

    • Problem solve and implement solutions

    • Manage wealth management files and client databases

    • Schedule appointments and coordinate arrangements for meetings, education and marketing events

  • Open, enter, and close agreement/document management and maintenance requests

  • Meet with clients to complete new and established account documents

  • Requires a high level of tact and discretion due to the frequency of high level internal and external contacts

  • Research and respond to general or specific customer inquiries. Follow established procedures with direction of advisors to find answers and create responses in a timely manner

  • Perform daily downloads, reconciliation and research for various software packages

  • Ability to effectively interface with vendor customer service departments directly and resolve issues, follow and explain policies and procedures, problem solve, multi-task, and meet deadlines

  • Follow-up with other client advisors as needed (CPAs, attorney’s etc.)

  • Assist with Broker/Dealer office inspections and audits

  • Assist in the On Boarding of Wealth Management employees

  • Assist with marketing compliance activities

  • Other duties as assigned

 

Qualifications include:

  • At least 3-5 years of client service and administrative support experience within financial planning, banking or insurance environments

  • High School Diploma

  • Proficiency in Microsoft Office

  • Excellent organizational, problem-solving and interpersonal skills

  • Organized, ability to multi-task, follow-up skills and self-directed

  • Maintenance of firm and client confidentiality at all times

  • Extremely accurate and thorough

  • Strong ability to meet deadlines and perform under pressure

  • Able to communicate with clients respectfully and professionally

  • Client-service focused

  • Team player, collaborative, able to work with and through others

  • Experience with Customer Relationship Management and Document Management software (preferred)

 

If you are a team player looking for a new opportunity with a solid compensation and benefits package, developmental opportunities, and a great working environment, please forward your resume and salary requirements in confidence to:


Boulay
Attn: Human Resources

7500 Flying Cloud Drive, Suite 800 Eden Prairie, MN 55344

email: resumes@boulaygroup.com
www.boulaygroup.com

 

Questions? Contact:

 

Elizabeth Frye, SPHR
Human Resources Director
7500 Flying Cloud Drive, Suite 800
Minneapolis, MN 55344
T 952.841.3064 | F 952.516.7214  |  Boulaygroup.com

efrye@boulaygroup.com

 

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