Senior Wealth Service & Operations Associate

Bartholomew & Co.; Worcester (MA); On-site; USD 39,000 - 55,000; Full time

Benefits offered by this job

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

Access to Company WooSox Tickets

Discounted Tickets to the Hanover Thea

Job summary

Bartholomew & Company seeks a Senior Client Service Associate (Sr. CSA) to support BPW clients and advisor teams from Framingham, MA. This full-time, hourly role focuses on delivering exceptional service, mentoring junior staff, and ensuring risk-aware, compliant operations across client relationships.

You will manage complex workflows, coordinate transactions, and partner with advisors to maintain high service standards while contributing to process improvements and client satisfaction.

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.

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, 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.
• 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.
• 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.

Skills

CRM proficiency

Attention to detail

Communication skills

Problem solving

Prioritization

Mentoring

Education

Bachelor's degree

Tools

Microsoft 365

WealthBox CRM

ClientWorks

Orion

Job description

Bartholomew & Company seeks a Senior Client Service Associate (Sr. CSA) to support BPW clients and advisor teams from Framingham, MA. This full-time, hourly role focuses on delivering exceptional service, mentoring junior staff, and ensuring risk-aware, compliant operations across client relationships.

You will manage complex workflows, coordinate transactions, and partner with advisors to maintain high service standards while contributing to process improvements and client satisfaction.