Senior Client Service & Operations Lead

Bartholomew & Co.; Framingham (MA); On-site; USD 3,444,000 - 4,408,000; Full time

Benefits offered by this job

401(K) + Match

Dental Insurance

Health Insurance

Paid Time Off

Tuition Reimbursement

Vision Insurance

Employee Assistance Program

Flexible Spending Accounts

Life and AD&D Insurance

Job summary

Bartholomew & Company, a private wealth division, seeks a Client Service Associate to elevate client experience in Framingham, MA. You will oversee complex service workflows, support advisors, and mentor junior team members, ensuring high-quality service and regulatory compliance.

The role is full-time, based in Framingham, with eligibility for a bonus and the opportunity to advance within a collaborative, client-centered firm. Strong operational and CRM skills are essential.

Qualifications

• Bachelor's degree preferred.
• 3–5 years financial services and/or client service experience.
• Experience in client servicing and wealth management operations is a plus.

Responsibilities

• Lead complex client service workflows across advisor teams.
• Act as escalation point for challenging client service issues.
• Coordinate service delivery for advisor teams and custodians.
• Mentor junior service associates and support onboarding.

Skills

MS 365 Suite

CRM & financial platforms

High-complexity transactions

Operational workflow optimization

Education

Bachelor's Degree (Preferred)

Tools

WealthBox CRM

LPL's Clientworks

Orion

Job description

Bartholomew & Company, a private wealth division, seeks a Client Service Associate to elevate client experience in Framingham, MA. You will oversee complex service workflows, support advisors, and mentor junior team members, ensuring high-quality service and regulatory compliance.

The role is full-time, based in Framingham, with eligibility for a bonus and the opportunity to advance within a collaborative, client-centered firm. Strong operational and CRM skills are essential.