Wealth Client Services Partner (Hybrid)

Bartlett & Co.; Cincinnati (OH); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Health, dental, vision coverage

Flexible spending accounts

Life insurance

Disability insurance

Professional development assistance

Ample paid time off

Hybrid work schedule

Job summary

Bartlett & Co. is seeking an experienced Client Service Associate to support Wealth Advisors, Financial Planners, clients and multiple internal teams. The role emphasizes onboarding, client communications, CRM maintenance, and proactive engagement to support retention and growth.

The ideal candidate brings 5–7 years in financial services, a Bachelor's degree (or equivalent), and strong Microsoft Office and CRM skills. Hybrid work with competitive benefits is offered.

Qualifications

• Minimum 5–7 years of relevant financial services work experience.
• Bachelor’s degree from an accredited college or university is preferred.
• Proficiency with Microsoft Outlook, Word, and Excel; advanced document merging/or exporting.
• Experience with CRM systems (Practifi or Salesforce preferred).
• Strong business English, composition, spelling, grammar, and punctuation; ability to prepare correspondence clearly.

Responsibilities

• Act as the primary point of contact and address client inquiries and concerns.
• Assist with all facets of new client onboarding including opening accounts, establishing client portal access, and managing transfers and documents.
• Manage client information within the CRM, maintaining profiles and activities.
• Establish and nurture strong relationships with clients.
• Resolve and troubleshoot client issues promptly and effectively.
• Inform clients about new products and services and coordinate with Advisors.

Skills

Client service

CRM

Microsoft Office

Communication

Attention to detail

Time management

Team player

Education

Bachelor's degree

Equivalent experience

Tools

Practifi

Salesforce

Job description

Bartlett & Co. is seeking an experienced Client Service Associate to support Wealth Advisors, Financial Planners, clients and multiple internal teams. The role emphasizes onboarding, client communications, CRM maintenance, and proactive engagement to support retention and growth.

The ideal candidate brings 5–7 years in financial services, a Bachelor's degree (or equivalent), and strong Microsoft Office and CRM skills. Hybrid work with competitive benefits is offered.