Senior Client Service Associate

Bartholomew & Company; Worcester (MA); On-site; USD 30,000 - 47,000; Full time

Benefits offered by this job

Access to Company WooSox Tickets

Discounted Tickets to the Hanover Thea

Company Paid Parking

Free Tickets to the Worcester Art Muse

Friday Hours

Job summary

Bartholomew & Company in Framingham, MA seeks a Senior Client Service Associate to support BPW clients and advisor teams. The role emphasizes proactive client contact, complex transaction handling, and process improvement across CRM and platforms.

You will mentor junior staff, collaborate with advisors, and help maintain high service levels in a fast-paced wealth management environment.

Qualifications

• Proficiency with Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint).
• CRM proficiency; familiarity with WealthBox, ClientWorks, or Orion is a plus.
• Demonstrated ability to process high-complexity transactions accurately.
• Experience with operational workflow optimization.
• Promote service excellence and coach junior team members when applicable.
• Proactive, meaningful client communication and expectation management.

Responsibilities

• Manage complex client service workflows across advisor teams.
• Serve as escalation point for challenging client service issues.
• Communicate proactively with clients regarding service matters and account needs.
• Ensure consistent and high-quality client service delivery.
• Oversee complex transactions including transfers and updates.
• Coordinate service delivery across custodians and platforms.

Skills

Customer service

Communication

Attention to detail

Problem solving

Multi-tasking

Mentoring

Education

Bachelor's degree

Tools

WealthBox

ClientWorks

Orion

Job description

Summary

This full-time, hourly position is based in Framingham, Massachusetts and plays a critical role in delivering exceptional client experience for Bartholomew Private Wealth (BPW) clients and advisor teams. Bartholomew & Company is a financial services firm headquartered in Worcester, MA managing approximately $6 billion in assets across two divisions: Governments and Institutions, which serves public entities and institutional clients, and Private Wealth, which serves individuals, families, and business owners. This role sits within BPW, which manages approximately $2.5 billion for clients across the country using a disciplined, client-centered approach tailored to each client's goals and risk tolerance. The Senior Client Service Associate (Sr. CSA) oversees complex client service workflows, serves as a senior operational resource to advisors, and helps ensure consistent, high-quality service standards across the firm. The Sr. CSA acts as a trusted point of contact for clients, proactively addressing service needs, resolving complex issues, and supporting the operational execution of client relationships, while also mentoring junior service associates and contributing to process improvement initiatives that enhance operational efficiency and client satisfaction.

Summary

This full-time, hourly position is based in Framingham, Massachusetts and plays a critical role in delivering exceptional client experience for Bartholomew Private Wealth (BPW) clients and advisor teams. Bartholomew & Company is a financial services firm headquartered in Worcester, MA managing approximately $6 billion in assets across two divisions: Governments and Institutions, which serves public entities and institutional clients, and Private Wealth, which serves individuals, families, and business owners. This role sits within BPW, which manages approximately $2.5 billion for clients across the country using a disciplined, client-centered approach tailored to each client's goals and risk tolerance. The Senior Client Service Associate (Sr. CSA) oversees complex client service workflows, serves as a senior operational resource to advisors, and helps ensure consistent, high-quality service standards across the firm. The Sr. CSA acts as a trusted point of contact for clients, proactively addressing service needs, resolving complex issues, and supporting the operational execution of client relationships, while also mentoring junior service associates and contributing to process improvement initiatives that enhance operational efficiency and client satisfaction.

About Us

At Bartholomew Private Wealth (BPW), prudent management is our core tenet because we take our clients' dreams for a sound financial life as seriously as they do. BPW manages approximately $2.5 billion in assets for private clients, families, and business owners across the country. We practice risk-sensitive portfolio management, aiming to maximize gains in accordance with each client’s personal tolerance for risk. Our deep expertise in institutional asset management provides clients with access to opportunities, sophistication, and diversification not typically available to individual investors.

Core Responsibilities

Client Service Leadership

• Manage complex client service workflows across advisor teams.
• Serve as escalation point for challenging client service issues.
• Communicate proactively with clients regarding service matters and account needs.
• Ensure consistent and high-quality client service delivery.

Advanced Account Administration

• Oversee complex transactions including transfers, account updates, and operational requests.
• Review and process service requests to ensure accuracy and compliance.
• Maintain and oversee client documentation within CRM and operational systems.
• Coordinate complex client service across custodians and platforms.

Mentorship & Team Development

• Lead by example and inspire both in person and virtually.
• Provide insights and improvements on workflows, service processes, and client communication.
• Support onboarding and development of new service team members.
• Promote best practices in service operations.

Compliance & Operational Oversight

• Ensure adherence to firm policies and regulatory requirements.
• Support supervisory functions related to client servicing and documentation.
• Identify opportunities to improve operational processes and workflows.

Advisor & Team Collaboration

• Partner closely with advisors to support client relationships.
• Coordinate service delivery for advisor teams.
• Participate in service team leadership discussions and process improvements.
• Other related duties as assigned.

Required Skills And Qualifications

• Proficiency with Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Copilot).
• CRM and financial services platform proficiency; familiarity with WealthBox CRM, LPL's ClientWorks, and/or Orion is a plus.
• Demonstrated ability to process high-complexity transactions accurately.
• Experience with operational workflow optimization.
• Ability to promote service excellence and operational discipline; mentors and coaches junior service team members, as applicable.
• Proactive and meaningful communication and connection with clients; ability to manage complex service needs and client expectations.
• Strong problem-solving ability with high attention to detail and accuracy.
• Ability to manage multiple priorities in a fast-paced environment.

Preferred Skills And Qualifications

• Bachelor's degree in any field of study.
• 3-5 years of financial services and/or client service experience.

Core Skills, Competencies & Characteristics

• Clients First. Always: Approaches every client-related task with care, professionalism, responsiveness, and a commitment to delivering an exceptional experience.
• Own Your Role: Takes a proactive approach to problem solving and contributing to team and client success, demonstrates sound judgment, follows through on commitments, upholds high ethical standards and a fiduciary mindset in all work and client interactions, and appropriately escalates matters outside the scope of the role.
• Pursue Excellence: Holds work to a high standard rather than the minimum required, demonstrating exceptional attention to detail across client data, financial planning documentation, and compliance records, while continually looking for ways to improve accuracy, clarity, and quality.
• Stay Humble. Be Curious: Demonstrates genuine enthusiasm for financial markets, planning concepts, and the wealth management profession through inquisitiveness, and is receptive to feedback and actively applies mentorship to develop technical expertise and understanding of the advisory process.

Why Bartholomew And Company

At Bartholomew & Company, the Private Wealth Team is committed to building a collaborative, supportive, and growth-oriented environment where employees can build meaningful careers while making a direct impact on clients' financial lives. Team members benefit from close collaboration with experienced professionals, exposure to sophisticated wealth management strategies, and opportunities for continued professional development and advancement. We believe in investing in our people through career pathing, continuing education opportunities, and a comprehensive benefits package designed to support overall well-being both personally and professionally.

Benefits

• 401(K) + Match
• Dental Insurance
• Employee Assistance Program
• Financial Support For Licensing
• Flexible Spending Accounts
• Health Insurance
• Life and AD&D Insurance
• Paid Time Off
• Retirement Plan
• Tuition Reimbursement
• Vision Insurance

Perks

• Access to Company WooSox Tickets
• Discounted Tickets to the Hanover Theatre
• Company Paid Parking
• Free Tickets to the Worcester Art Museum
• Friday Hours

Physical Requirements

Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for long periods of time; to occasionally stoop, bend, kneel, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including the use of a computer, keyboard, copy machine, printer, and calculator; and ability to communicate information and ideas in a manner that others will understand.

EEO Statement

Bartholomew & Company is an Equal Opportunity employer and does not discriminate in employment on the basis of race, color, religious creed, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, and/or other status protected under law.