Client Relationship Associate

Bartlett Wealth Management; Cincinnati (OH); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A leading company in wealth management is seeking a Client Relationship Associate to enhance client service and retention. The role involves managing client interactions, onboarding, and supporting Wealth Advisors. Ideal candidates will have strong communication skills and experience in financial services. This position offers comprehensive benefits and a hybrid work schedule.

Benefits

401(k) match

Profit sharing

Health coverage

Dental

Vision

Flexible spending

Life insurance

Disability coverage

Professional development

Paid time off

Qualifications

• 5-7 years of relevant experience in financial services or investment management.
• Proficiency in Microsoft Office and CRM software.

Responsibilities

• Act as the primary point of contact for clients.
• Manage client information within the CRM.
• Coordinate client meetings and materials.

Skills

Communication

Client Relationship Management

Problem Solving

Education

Bachelor's degree

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

CRM Software

Job description

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Description

This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm. The role plays a critical part in supporting client service, retention, and business growth.

• Act as the primary point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
• Assist with all facets of new client onboarding including opening accounts, establishing client portal access, and managing account transfers and documents.
• Manage client information within the CRM, maintaining profiles, information, and activities.
• Establish and nurture strong relationships with clients.
• Resolve and troubleshoot client issues promptly and effectively.
• Inform clients about new products and services.
• Work to meet and anticipate the needs of the Advisors and clients.
• Handle distribution and money movement requests.
• Serve as a liaison between clients, custodians, investment managers, and third parties.
• Coordinate client meetings for Advisors and meeting materials with the Client Communications Associate.
• Utilize Bartlett’s compliance software for recordkeeping.
• Collaborate with internal teams to meet client needs.
• Adhere to all regulations and policies.
• Maintain confidentiality, act with integrity, and exercise discretion.
• Work well under pressure and within time constraints.
• Complete tasks independently with accuracy and attention to detail.
• Be organized, detail-oriented, and capable of multitasking in a changing environment.
• Communicate professionally both verbally and in writing.
• Collaborate effectively as a team player.

Requirements

• 5-7 years of relevant experience, preferably in financial services or investment management.
• Bachelor’s degree or equivalent experience preferred.
• Proficiency with Microsoft Outlook, Word, Excel; experience with CRM software (Practifi/Salesforce preferred).
• Strong written communication skills, capable of preparing professional correspondence and documents.

Benefits

Comprehensive benefits including 401(k) match, profit sharing, health coverage, dental, vision, flexible spending, life insurance, disability coverage, professional development, paid time off, and a hybrid work schedule.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales