Director, Client Services — Wealth Management Leader

Bartlett & Co.; Cincinnati (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) plan with match

Comprehensive benefits package

Generous paid time off

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

Leadership

Client Service

Operational Efficiency

Project Management

Communication

Education

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

Tools

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

Microsoft Office applications

Job description

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.