Senior Client Relationship Lead - Hybrid/Remote

Posted 18 days ago

boulayEden Prairie (MN)

Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Boulay Wealth Management seeks a Senior Client Relationship Associate to be the primary contact for clients, coordinate complex service needs, and ensure onboarding reflects the firm’s care. You will work with Wealth Advisors to deliver exceptional service and meaningful client experiences. Responsibilities include client meetings, materials prep, and maintaining records in Tamarac and CRM. A bachelor’s degree and 3+ years in broker-dealer or RIA client service are required; Series 65/66 and #J-18808-Ljbffr

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