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