Senior Client Relationship Associate

Boulay · Eden Prairie, MN · 1 mo ago

Hybrid$60k–$92k/yrFull-time

Serve as a subject matter resource for client service operations within the Wealth Management team
Support and mentor Client Relationship Associates through training and guidance
Identify and implement workflow improvements to enhance efficiency and client service
Build and maintain strong relationships with clients through proactive communication and exceptional service
Partner with advisors, team members, and external professionals (CPAs, attorneys, etc.) to support client needs
Address complex client requests and help ensure a seamless client experience
Cook up and prepare materials for client meetings, including account reviews, reports, and agendas
Schedule meetings and manage related logistics
Lead the client onboarding process and ensure a smooth transition for new clients
Maintain accurate client records and data within Tamarac and CRM systems
Track client activity, service requests, and account updates
Support day-to-day account management and client service activities

Bachelor's degree or equivalent experience
3+ years of related experience
Experience with account opening and custodial functions
Experience with CRM software
Experience identifying process improvements and enhancing efficiencies
Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate
Flexible to changing circumstances and client needs
Desire to provide concierge quality customer service
Proficient in Microsoft Office Suite with strong attention to detail, ability to learn quickly, and maintain confidentiality
Effective communicator with strong multitasking, prioritization, interpersonal skills, and a collaborative, client-focused mindset

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