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Senior Client Relationship Associate at Boulay - ApplyBlast

Senior Client Relationship Associate

Boulay

3 months ago

4.5 on Glassdoor

Eden Prairie, Minnesota, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Senior Client Relationship Associate works within the Wealth Management division, focusing on building and maintaining client relationships in the financial services sector. This full-time, associate-level role involves administrative support and client interaction to ensure high-quality service delivery.

Responsibilities

Develop and maintain client relationships
Coordinate wealth management strategies
Analyze client financial portfolios
Identify cross‑selling opportunities
Ensure compliance with regulatory requirements

Skills

About Boulay

boulaygroup.com

Headquarters

Eden Prairie, Minnesota, United States

Company Size

201-500 employees

Founded

1934

View Profile

Boulay is a full-service CPA and financial consulting firm headquartered in Eden Prairie, Minnesota, with offices in Minneapolis and Mankato, serving clients since 1934. They provide a broad range of services including assurance and audit, business and tax consulting, ESOP advisory, outsourced accounting, transaction advisory, and wealth management. Boulay serves individuals, businesses, and public organizations across 35 states in industries such as construction, manufacturing, real estate, non-profit, and more.