Client Relationship Associate

Bartlett And Co Dot Llc; Cincinnati (OH); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Health coverage

Dental

Vision

Flexible spending accounts

Life insurance

Disability coverage

Professional development

Paid time off

Hybrid schedule

Job summary

Bartlett And Co Dot Llc is seeking an experienced Client Service Associate in Cincinnati to support Wealth Advisors, Financial Planners, and clients. You will manage onboarding, client data in the CRM, and coordinate meetings, while providing proactive service to strengthen retention and growth.

The role requires 5–7 years in financial services, strong communication, and the ability to multitask in a fast-paced, hybrid environment.

Qualifications

• 5–7 years of relevant experience in financial services or investment management.
• Bachelor’s degree from an accredited college or university preferred.
• Proficiency with Microsoft Outlook, Word, and Excel; ability to learn new software quickly.
• Experience with CRM systems (Practifi/Salesforce preferred).
• Strong business English writing and communication skills.

Responsibilities

• Act as the primary point of contact for clients, addressing inquiries and concerns.
• Assist with onboarding new clients, portal access, and account transfers.
• Maintain client profiles and activities within the CRM; ensure data accuracy.
• Establish and nurture relationships with clients and respond to needs promptly.
• Coordinate client meetings and prepare materials with the Client Communications Associate.
• Serve as liaison between clients, custodians, investment managers, and third parties.

Skills

Client service

CRM management

Relationship building

Communication

Time management

Discretion

Team player

Attention to detail

Multitasking

Professional writing

Education

Bachelor's degree

Tools

Microsoft Office

Outlook

Excel

Practifi

Salesforce

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.

Requirements

• 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.

Benefits

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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