Hybrid Client Relations & Onboarding Specialist

Bartlett Wealth Management; Chicago (IL); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Top Workplace culture

Hybrid work schedule

Competitive salary

Comprehensive benefits

401(k) match

Generous paid time off

Paid parental and medical leave

Job summary

Bartlett Wealth Management is seeking a detail-oriented Client Services professional to support onboarding, CRM maintenance, and coordination between clients, advisors, and custodians in a hybrid Chicago-area environment.

You will manage onboarding tasks, update CRM records, and assist with money movements while maintaining strict confidentiality and compliance with firm policies. A 3–5 year financial services background is preferred.

Qualifications

• 3–5 years of relevant experience in financial services/investment management.
• Associate or Bachelor’s degree in business 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.
• Experience with CRM software (Practifi/Salesforce experience preferred), portfolio management platforms (Addepar experience preferred), and custodian systems (i.e., Schwab, Fidelity, Pershing).
• Experience or familiarity with electronic document repositories, e-signature, and PDF applications (i.e., Laserfiche, DocuSign, Adobe/Nitro).
• Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Responsibilities

• Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
• Actively work to meet and anticipate the needs of the Advisors and clients they support.
• Assist with all facets of new client onboarding process including opening accounts, client portal set up and access, and managing all related account documents between clients, advisors, and investment custodians.
• Manage client information – regularly update client relationship management (CRM) records by maintaining client profiles, information, and activities, utilize client portal, submit, and follow up on necessary paperwork.
• Handle all distribution and money movement requests.
• Serve as a liaison between client, custodian, and Advisors, as well as third parties.
• Schedule and organize client meetings for Advisors and coordinate presentation and meeting materials with Client Communications Associate
• Troubleshoot client issues promptly and effectively.
• Support the preparation of client presentations and other meeting materials.
• Utilize Bartlett’s compliance software to ensure proper recordkeeping.
• Assist with office administrative duties as needed.

Skills

Cross-functional collaboration

Regulatory compliance

Discretion & integrity

Under pressure

Independent worker

Organized & detail-oriented

Communication skills

Team player

Education

Bachelor’s or Associate degree in business

Tools

CRM: Practifi/Salesforce

Addepar portfolio management

Custodian systems (Schwab, Fidelity, Pershing)

DocuSign / Laserfiche / Adobe/Nitro

MS Office (Outlook, Word, Excel)

Job description

Bartlett Wealth Management is seeking a detail-oriented Client Services professional to support onboarding, CRM maintenance, and coordination between clients, advisors, and custodians in a hybrid Chicago-area environment.

You will manage onboarding tasks, update CRM records, and assist with money movements while maintaining strict confidentiality and compliance with firm policies. A 3–5 year financial services background is preferred.