Senior Client Service Associate, Private Wealth

Bartholomew & Co.; Framingham (MA); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

401(K) + Match

Dental Insurance

Health Insurance

Paid Time Off

Tuition Reimbursement

Vision Insurance

Life and AD&D Insurance

Flex Spending Accounts

Employee Assistance Program

Job summary

Bartholomew & Company, based in Worcester with a Framingham, MA role in Private Wealth, seeks a Client Service Associate. You will lead client service workflows, support advisor teams, and mentor junior associates while upholding high service standards.

Join a collaborative private wealth team focused on disciplined client service and process improvement, with a bonus eligibility for this full-time, on-site position in Framingham.

Qualifications

• Bachelor’s degree preferred for role alignment with wealth services.
• 3–5 years of financial services and/or client service experience.
• Demonstrated ability to manage complex client interactions and workflows.

Responsibilities

• Lead complex client service workflows across advisor teams.
• Serve as escalation point for challenging client service issues.
• Proactively communicate with clients regarding service matters and account needs.
• Mentor junior service associates and support onboarding.

Skills

Client service experience

Communication skills

Leadership

Problem-solving

Education

Bachelor’s Degree (Preferred)

Tools

Microsoft 365 Suite

CRM familiarity (WealthBox, ClientWorks, Orion)

Job description

Bartholomew & Company, based in Worcester with a Framingham, MA role in Private Wealth, seeks a Client Service Associate. You will lead client service workflows, support advisor teams, and mentor junior associates while upholding high service standards.

Join a collaborative private wealth team focused on disciplined client service and process improvement, with a bonus eligibility for this full-time, on-site position in Framingham.