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Senior Client Relationship Lead - Hybrid/Remote
Remote / Online - Candidates ideally in
Eden Prairie, Hennepin County, Minnesota, 55344, USA
Listed on 2026-07-30
Eden Prairie, Hennepin County, Minnesota, 55344, USA
Listing for:
Boulay
Full Time, Remote/Work from Home
position Listed on 2026-07-30
Job specializations:
-
Management
Client Relationship Management, Wealth Management
Job Description & How to Apply Below
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
Position Requirements
10+ Years
work experience
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