Client Service Administrator @ Boulay

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