Senior Client Service Lead – Private Wealth Ops

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

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.