Wealth Client Services & Onboarding Associate

Bartlett Wealth Management; Cincinnati (OH); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work schedule

401(k) match

Profit sharing

Health care coverage

Dental

Vision

Flexible spending accounts

Life insurance

Disability coverage

Professional development assistance

Paid time off

Job summary

Bartlett Wealth Management is seeking a Client Service Associate to join the client service team and support Wealth Advisors, Financial Planners, and clients. The role centers on client service, onboarding, and facilitating smooth transfers and communications while maintaining strict confidentiality and accurate records.

The ideal candidate will bring 5–7 years of relevant experience, a Bachelor’s degree, and strong proficiency with CRM systems (Practifi/Salesforce) and Microsoft Office.

Qualifications

• Minimum 5–7 years of relevant work experience in financial services or investment management.
• Bachelor’s degree from an accredited college or university or equivalent experience is preferred.
• Proficiency with Microsoft applications (Outlook, Word, Excel) and advanced ability to export/merge information.
• Experience with CRM software (Practifi/Salesforce preferred) and electronic document repositories.

Responsibilities

• Act as the primary point of contact, addressing client inquiries and concerns.
• Assist with onboarding new clients, account openings, portal access, and transfers.
• Maintain client information in the CRM, including profiles, activities, and documents.
• Build and nurture strong client relationships and help meet advisor needs.
• Resolve client issues promptly and professionally and inform clients about new products and services.
• Coordinate client meetings and materials with internal teams and advisors.
• Ensure compliance and confidentiality in all client interactions.

Skills

Client service

Relationship management

Communication

Time management

Attention to detail

Education

Bachelor’s degree

Tools

Salesforce

Practifi

Microsoft Office

Job description

Bartlett Wealth Management is seeking a Client Service Associate to join the client service team and support Wealth Advisors, Financial Planners, and clients. The role centers on client service, onboarding, and facilitating smooth transfers and communications while maintaining strict confidentiality and accurate records.

The ideal candidate will bring 5–7 years of relevant experience, a Bachelor’s degree, and strong proficiency with CRM systems (Practifi/Salesforce) and Microsoft Office.