Client Success & Onboarding Specialist

Bartlett & Co.; Chicago (IL); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Top Workplace culture

Hybrid work schedule

Competitive salary

Benefits package (medical, dental, etc

401(k) with match

Generous paid time off

Parental and medical leave

Job summary

Bartlett & Co. is seeking a detail-oriented Client Services Associate to serve as a primary contact for clients, coordinate onboarding, and collaborate with Advisors and custodians in a hybrid Chicago-area office. You will manage accounts, process requests, and support presentations and client communications.

The role requires 3–5 years in financial services with strong MS Office and CRM experience. Excellent communication and confidentiality are essential, with opportunities for professional

Qualifications

• 3–5 years relevant work experience, preferably in financial services/investment management.

Responsibilities

• Act as point of contact and address client inquiries and concerns.
• Meet and anticipate needs of Advisors and clients served.
• Assist with new client onboarding including opening accounts and client portal setup.
• Maintain CRM records and client profiles with up-to-date information.
• Process distribution and money movement requests.
• Liaise between client, custodian, Advisors, and third parties.
• Schedule and organize client meetings and coordinate materials.
• Troubleshoot client issues promptly.
• Support preparation of client presentations and meeting materials.
• Use Bartlett’s compliance software for proper recordkeeping.
• Provide general office administrative support.

Skills

Client focus

Discretion/confidentiality

Organized/attention to detail

Time management

Professional communication

Team player

Education

Associates or Bachelor’s in business

Tools

CRM (Practifi/Salesforce)

Portfolio management (Addepar)

Custodian systems (Schwab/Fidelity/Pershing)

Electronic documents (Laserfiche, DocuSign)

Microsoft Office (Outlook, Word, Excel)

Job description

Bartlett & Co. is seeking a detail-oriented Client Services Associate to serve as a primary contact for clients, coordinate onboarding, and collaborate with Advisors and custodians in a hybrid Chicago-area office. You will manage accounts, process requests, and support presentations and client communications.

The role requires 3–5 years in financial services with strong MS Office and CRM experience. Excellent communication and confidentiality are essential, with opportunities for professional