Browse
···
Log in / Register

Client Service Associate

$56,000/year

Boulay

Eden Prairie, MN, USA

Favourites
Share

Description

We are currently seeking a talented and enthusiastic individual to join our Wealth Management Team. This is an exciting opportunity for an individual looking to join a synergistic team that values its employees and client relationships. You would be responsible for executing excellent proactive service to our clients while working collaboratively with our Wealth Management team. This is an in-office role based out of our Eden Prairie Headquarters, with some flexibility to work from home. We want to help you build a career fit for your life. If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you. Key Responsibilities: 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. Requirements College Degree Experience working in a client or customer service role Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate  Effective use of technology/software    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. The salary range is $56,000-$82,000. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.  Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at mploen@boulaygroup.com.  Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. Benefits Flexible Working Hours Paid Holidays, PTO, Personal Time Remote & Hybrid Work Arrangements Mentorship Programs Training & Development Programs Extensive Benefits Offerings Open Doors at All Levels Employee Appreciation Activities

Source:  workable View original post

Location
Eden Prairie, MN, USA
Show map

workable

You may also like

Workable
Finance & Payroll Analyst 1705
Kooner Fleet Management Solutions is seeking a detail-oriented and analytically minded Financial & Payroll Analyst to join our rapidly growing, collaborative and diverse organization. The Financial & Payroll Analyst will play a crucial role in our operations by managing payroll processes, ensuring timely and accurate compensation for our valued staff, and contributing to the overall efficiency of our business. This role goes beyond traditional payroll processing—you’ll not only ensure accurate and compliant weekly payroll execution across multiple states, but also deliver meaningful financial insights through reporting, dashboards, and ad hoc analysis. You will work closely with Finance, HR, and Operations to connect payroll, benefits, and labor costs to the bigger financial picture.   We value a proactive attitude and the ability to manage competing priorities, as our fast-paced environment requires attention to detail and a commitment to excellence. This position is a hybrid remote opportunity based out of our corporate office in Sacramento and will be reporting to the Director of Finance.   Why Kooner Fleet Management Solutions?   With over 8 years of experience in the industry, Kooner FMS is recognized as one of the leading providers of fleet maintenance and emergency repair services in the United States. Our commitment to providing efficient and reliable fleet maintenance and repair services ensures that our clients' trucks and trailers remain in top condition, allowing them to operate safely and meet high standards. As a family-owned business, we take pride in our work, our partnerships, and our dedicated team members.   Excellent Benefits:   Competitive salary: $75,000-95,000 Medical, Dental, Vision  401K Match   Life Insurance   Opportunities for career growth and advancement     What the Finance & Payroll Analyst role looks like:   Payroll & Compliance  Process and reconcile weekly payroll accurately and on time, ensuring compliance with federal, state, and local regulations.  Maintain up-to-date knowledge of multi-state payroll laws, wage/hour regulations, and reporting requirements.  Partner with HR to administer and reconcile employee benefits, retirement contributions, and deductions.  Assist with year-end payroll activities including W-2s, tax filings, and audits.  Financial Analysis & Reporting  Build and maintain dashboards, variance reports, and financial models related to labor, payroll, benefits, insurance and profitability at the tech level.  Provide ad hoc analysis to support management decisions, including headcount, overtime, and cost forecasting.  Develop and track KPIs related to payroll efficiency, labor utilization, and benefits spend.  Assist with journal entries and payroll-related accruals as part of monthly close.  Analytics & Process Improvement  Leverage Excel and reporting tools (Power BI, Tableau, or similar) to create insights from complex data sets.  Identify trends, risks, and opportunities in payroll and labor costs to improve forecasting accuracy.  Recommend process improvements to enhance payroll accuracy, efficiency, and compliance.    What our ideal candidate looks like:  Bachelor’s degree in Accounting, Finance, Economics, or related field.  2+ years of experience in financial analysis, accounting, or payroll-related roles.  Experience with payroll and HRIS systems.  Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, modeling).  Experience with business intelligence tools (Power BI, Tableau, or similar).  Excellent analytical, problem-solving, and communication skills.  Ability to handle confidential information with integrity.  Work Environment:  Standard office setting.  Must be able to lift up to 10 lbs.  Must be able to sit for up to 4 hours at a time.      Kooner Fleet Management Solutions is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants, free from discrimination and harassment. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. We celebrate diversity and are dedicated to fostering a workplace where every team member can thrive.   Kooner Fleet Management Solutions participates in E-Verify for employment eligibility verification.      #KFMSC
Sacramento, CA, USA
$75,000/year
Workable
Payroll Specialist
Payroll Specialist Hourly Rate: $28.85 – $38.46 Schedule: Full-time, Day Shift, 9:00 AM start time Work Arrangement: Remote (must be local to Los Angeles office and able to come in for special projects/meetings) Responsibilities: Processing of bi-weekly payroll; includes entries, reviewing, auditing, and running multiple post payroll reports for US and UK Payroll reconciliation against funding Processing employee status changes, make-up time forms, meal waivers Processing parking stipends; end of month payroll Processing deferral changes weekly (employee 401k elections) as well as 401k loans Processing annual merit increases and additional payrolls as needed Assigning Time Off policies Payroll General Ledger (G/L) reconciliation Processing garnishments, includes agency responses Processing manual checks/banking ACH for terminated employees (final payments) Provide OT reports to each division head/upper management Reporting union payroll costs to Finance team (Entertainment Partners) Registering for wage accounts with states as added to payroll and setting up state and local tax jurisdictions in ADP Processing/paying select local taxes that ADP does not handle (quarterly) 401k funding HSA funding (Health Savings Account) Processing domestic and international wires Processing vendor wires for A/P; payment manager/manual wires/wire recalls/wire amendments (in communication with A/P as well as Wells Fargo) Reporting of daily bank deposits to Finance team Reporting of company credit card balances to Finance team Monthly benefits billing (Aetna/Kaiser/MetLife); accessing invoices from vendor portals and reconciling each cost per employee and business segments Cap labor reporting; updating and verifying rates (pHelix/QuickBase) Monthly vacation accrual reconciliation Providing documentation and reports for internal and external audits (workers comp/401k/EY) Cross-charge billing; reporting wages and employer taxes and 401k match for select employees Reviewing ADP credit and debit invoices as received and forwarding to Finance team Multiple reports for Management/HR/Finance as needed Continuous communication with employees and supervisors; assisting with general inquiries, time off requests, timecard issues and edits Proficient with MS Excel (formulas, V-lookup, Pivot tables, etc.) Perform ad-hoc duties as assigned Requirements BA in Accounting/Business Administration 3–5 years of payroll and general ledger accounting experience Knowledge of general accounting principles Knowledge of employee labor laws, taxes, relevant legislation, policies and regulations Proficient in Microsoft Excel and Outlook Proficient in ADP software preferred Outstanding organizational and time management skills Ability to collect and analyze data efficiently Strong attention to detail Ability to work in a team-oriented environment Ability to work independently Demonstrated ability to handle confidential and sensitive information Excellent communication and problem-solving skills
Burbank, CA, USA
$28-38/hour
Workable
Woodlands Community Lenders - Deputy Director
Position Type: Full-Time  Typical Hours: Monday – Friday, 8am – 4:30pm ET  Location: Elkins, WV (with some remote work possible)  Travel: up to 10% domestic travel including overnight stays  Position Overview:  The Deputy Director at Woodlands Community Lenders, Inc. is responsible for managing the execution of its mission, which is to foster entrepreneurship and community revitalization by  providing access to capital and technical assistance to businesses in its target market of north-central  West Virginia. To be considered for this role, you must possess professional experience in lending, finance or economic development, experience leading a team, and strong communication skills. The ideal candidate will be a highly motivated and organized individual with a passion for rural community development and entrepreneurship. If you are interested in a career position with a growing community development financial institution (CDFI) and are seeking a  supportive and positive work environment, this could be the right fit for you.  Requirements Deputy Director Key Responsibilities: Collaborate with Executive Director and Board of Directors to plan and develop lending and technical assistance objectives, strategies, plans, timelines, and deliverables. Implement lending programs, including managing lending staff, underwriting larger deals, monitoring deployment, and coordinating resources. Assist with raising and deploying loan capital, including meeting with potential sources, preparing proposals and providing reports to lenders and investors.  Ensure compliance with company policies and procedures as well as state and federal regulations, and other identified requirements of various lenders and investors. Cultivate strategic partnerships to ensure program alignment and effectiveness.  Seek and secure funding opportunities through grant writing and other sources.  Travel as needed, including occasional airline travel and overnight stays to support program delivery and maintain project deliverables. Minimum in-office attendance is two days per week.   Deputy Director Qualifications:  Master’s degree preferred  Proven experience in management, including supervision, preferably in the economic development, nonprofit, banking, or similar industry sector. Strong project management skills, including the ability to manage multiple projects simultaneously. Prior experience in grant writing and funding development and/or professional communications. Excellent communication, including strong writing skills.  Deputy Director Qualities:  Interest in small business and community development finance and how these related to rural wealth-building.  Internal motivation and initiative.  Exceptional self-management and independent work skills. .  Relationship building and emotional intelligence skills.  Excellent communicator and active listener.  Salary: $60,000-$65,000, commensurate with experience.  Benefits Competitive benefits package.  105 hours PTO year one, increasing to 166 hours in year two, plus 14 paid holidays.  Opportunities for professional development and growth.  Collaborative and purpose-driven work environment.  Work in Elkins, West Virginia, known for its strong connection to the outdoors, its rich history, and its vibrant arts and culture scene. It's a gateway to the Monongahela National Forest, a hub for outdoor recreation, and a place where traditional music and crafts are preserved. Remote work may be possible up to 2-3 days per week.  About Woodlands Community Lenders, Inc.  WCL was founded in 2011 and was certified by the US Department of Treasury as a CDFI in 2012, the year in which it made its first loans to, among others, TipTop Coffee and Big Timber Brewing. By the end of 2024, over $8M had been invested in 136 local small businesses, creating jobs and assisting with the acquisition and renovation of over 25 downtown buildings in the Mon Forest Towns. Lenders’ loan pool is comprised of a mix of federal grants & loans, loans from CDFI intermediaries and local banks, along with equity from philanthropy.  WCL is the fiscal sponsor for Mon Forest Towns Partnership, Inc.   For further information, visit www.woodlandswv.org and www.monforesttowns.org Woodlands is an equal-opportunity employer committed to diversity and inclusion. We encourage individuals from all backgrounds to apply. 
Elkins, WV 26241, USA
$60,000-65,000/year
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.