Senior Client Service Lead - Private Wealth

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

Benefits offered by this job

401(K) + Match

Health Insurance

Dental Insurance

Paid Time Off

Life and AD&D Insurance

Tuition Reimbursement

Flexible Spending Accounts

Employee Assistance Program

Free Parking

Job summary

Bartholomew & Company in Framingham, MA is seeking a Client Service Associate to support Bartholomew Private Wealth clients and advisor teams. The role handles complex client service workflows, oversees account updates, and ensures high-quality service.

You will mentor junior associates, coordinate with custodians, and help implement process improvements while complying with regulatory requirements.

Qualifications

• Manage complex client service workflows across advisor teams.
• Escalation point for challenging client service issues.
• Communicate proactively with clients regarding service matters and account needs.
• Maintain and oversee client documentation within CRM and operational systems.

Responsibilities

• Mentor Client Service Associates, leading by example and inspiring both in person and virtually.
• Provide guidance on workflows, service processes, and client communication.
• Support onboarding and development of new service team members.
• Promote best practices in service operations.
• Identify opportunities to improve operational processes and workflows.

Skills

Microsoft 365

CRM systems

WealthBox CRM

LPL ClientWorks

Orion

Transactional processing

Workflow optimization

Education

Bachelor’s Degree (Preferred)

Job description

Bartholomew & Company in Framingham, MA is seeking a Client Service Associate to support Bartholomew Private Wealth clients and advisor teams. The role handles complex client service workflows, oversees account updates, and ensures high-quality service.

You will mentor junior associates, coordinate with custodians, and help implement process improvements while complying with regulatory requirements.