Client Relationship Associate
Boulay(1 month ago)
About this role
A Client Relationship Associate in Wealth Management supports client interactions and assists with financial services. The role involves maintaining relationships with clients and providing support to the finance team.
Required Skills
- Customer Service
- Financial Services
- Relationship Management
- Communication
- Client Support
Qualifications
- Bachelor's Degree
About Boulay
boulaygroup.comBoulay is a financial advisory firm based in Eden Prairie, Minnesota, specializing in accounting and tax consulting services. They cater to clients in the Minneapolis area and provide expertise in various financial areas, including investment strategies and business consulting. Boulay combines personalized service with in-depth industry knowledge, helping individuals and businesses navigate their financial needs effectively. Clients can reach out to them at (952) 893-9320 for tailored financial solutions.
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