Hybrid Wealth Client Relations 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

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.