Director, Client Services — Wealth Management Leader

Bartlett & Co.; Cincinnati (OH); Presencial; USD 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) plan with match

Comprehensive benefits package

Generous paid time off

Descripción de la vacante

Bartlett & Co. is looking for a Director of Client Services to lead the Client Services team in Cincinnati. This role focuses on ensuring high-quality client service and overseeing team performance while also supporting operational effectiveness and strategic initiatives.

The ideal candidate will have extensive experience in client service within wealth management and strong leadership abilities. Benefits include a competitive salary, professional growth opportunities, and comprehensive health packages.

Formación

• 7-10 years of administrative and client service experience in wealth management.
• 5-8 years of leadership experience, managing teams across multiple locations.
• Strong communication and organizational skills.

Responsabilidades

• Lead Client Services team and improve operational effectiveness.
• Ensure high-quality client service and manage team performance.
• Support strategic vision for client service operations.

Conocimientos

Leadership

Client Service

Operational Efficiency

Project Management

Communication

Educación

Associates or Bachelor’s degree in business, finance, economics, accounting, or related field

Herramientas

CRM systems (e.g., Salesforce, Practifi)

Microsoft Office applications

Descripción del empleo

Bartlett & Co. is looking for a Director of Client Services to lead the Client Services team in Cincinnati. This role focuses on ensuring high-quality client service and overseeing team performance while also supporting operational effectiveness and strategic initiatives.

The ideal candidate will have extensive experience in client service within wealth management and strong leadership abilities. Benefits include a competitive salary, professional growth opportunities, and comprehensive health packages.