Boulay

Client Services Representative

• Communicate and collaborate with clients and team members to provide excellent service to current and prospective clients.
• Prepare documents for client meetings.
• Research and resolve client and team member questions and issues relating to financial accounts and service requests, collaborating with custodians and team members.
• Execute set-up and transfer of funds for new investment accounts
• Assist with client account administration functions.
• Responsible for accurately handling all aspects of client account opening and maintenance.
• Work directly with custodians to resolve client account issues.
• Utilize CRM system for daily tasks, tracking and documentation of client data, and documenting updates to current assigned work.

Client Service Associate

• Various types of Fiduciary Income Tax returns
• Gift Tax returns
• Preparation of individual tax return for high-net-worth clients
• Tax planning and research
• Special projects as assigned

Specialty Tax Internship

Recruitment

• Assist in the execution of the talent acquisition strategy, creating a roadmap for staffing and implementing a talent acquisition strategy.
• Participate in workforce planning and forecasting initiatives to build the right talent pipeline in a highly competitive market.
• Manage all aspects of a full-cycle recruiting process, including job intake, sourcing, interviewing, and negotiating offers for firm roles.
• Screen, qualify and interview applicants and serve as the main point of contact to ensure our hiring culture is consistent across the firm.
• Collaborate with others in the firm, providing talent acquisition assistance.
• Manage pre-employment due diligence checks, including background and reference checks.
• Partner with the Senior Campus Recruiter on various Campus Recruiting initiatives.
• Job fair attendance (virtual and in-person)
• Interviews
• Summer program (planning, administration and execution)
• Collaborate with the Talent Acquisition Manager on advertising and recruiting strategy. Leverage internet and social media platforms for recruitment.
• Partner with Marketing on the company website recruiting and career marketing content; use social media and professional networking sites to identify and source candidates.
• Manage the 30-day check-in process for experienced team members; identify trends, drive continuous improvement, and ensure alignment on communication for successful impact and retention.
• Manage and administer the new hire peer connection program. (Boulay Buddy)
• Provide support and assist with facilitating the Rising Early Professionals (REP) Program.
• Assist with onboarding/offboarding administration processes for outsourced talent resources.
• Manages the Return-to-Work re-acclimation process.

Client Service Associate

Specialty Tax Internship

Talent Acquisition Specialist – Human Resources