Client Relationship Associate

Bartlett Wealth Management; Cincinnati (OH); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work schedule

401(k) match

Profit sharing

Health care coverage

Dental

Vision

Flexible spending accounts

Life insurance

Disability coverage

Professional development assistance

Paid time off

Job summary

Bartlett Wealth Management is seeking a Client Service Associate to join the client service team and support Wealth Advisors, Financial Planners, and clients. The role centers on client service, onboarding, and facilitating smooth transfers and communications while maintaining strict confidentiality and accurate records.

The ideal candidate will bring 5–7 years of relevant experience, a Bachelor’s degree, and strong proficiency with CRM systems (Practifi/Salesforce) and Microsoft Office.

Qualifications

• Minimum 5–7 years of relevant work experience in financial services or investment management.
• Bachelor’s degree from an accredited college or university or equivalent experience is preferred.
• Proficiency with Microsoft applications (Outlook, Word, Excel) and advanced ability to export/merge information.
• Experience with CRM software (Practifi/Salesforce preferred) and electronic document repositories.

Responsibilities

• Act as the primary point of contact, addressing client inquiries and concerns.
• Assist with onboarding new clients, account openings, portal access, and transfers.
• Maintain client information in the CRM, including profiles, activities, and documents.
• Build and nurture strong client relationships and help meet advisor needs.
• Resolve client issues promptly and professionally and inform clients about new products and services.
• Coordinate client meetings and materials with internal teams and advisors.
• Ensure compliance and confidentiality in all client interactions.

Skills

Client service

Relationship management

Communication

Time management

Attention to detail

Education

Bachelor’s degree

Tools

Salesforce

Practifi

Microsoft Office

Job 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 and plays a critical role in supporting client service, retention, and business growth.

The ideal associate will:

• 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 clients' 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.
• Actively work to meet and anticipate the needs of the Advisors and clients they support.
• Handle all distribution and money movement requests.
• Serve as a liaison between client, custodian, and investment managers, as well as third parties.
• Schedule and organize client meetings for Advisors and coordinate meeting materials with Client Communications Associate.
• Utilize Bartlett's compliance software to ensure proper recordkeeping.
• Work with internal teams to ensure client needs are met.
• Adhere to all regulations and policies.
• Use extreme discretion, maintain confidentiality, and act with the utmost integrity.
• Work well under pressure and time constraints.
• Work independently to complete tasks in a timely and efficient manner while diligently maintaining accuracy and attention to detail.
• Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment.
• Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written.
• Be a team player, collaborative, and able to work with and through others.

• Minimum of 5 - 7 years of relevant work experience, preferably in the financial services/investment management industry.
• Bachelor’s degree from an accredited college or university or equivalent experience is preferred.
• Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.
• Experience with CRM software (Practifi/Salesforce experience preferred), electronic document repositories.
• Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Bartlett offers a competitive and comprehensive benefits package including 401(k) match, profit sharing, attractive health care coverage, dental, vision, flexible spending accounts, life insurance, disability coverage, professional development assistance, ample paid time off and a hybrid work schedule.

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