This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. The ideal associate will: Act as the primary point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns. Assist with all facets of new client onboarding including opening accounts, establishing client portal access, and managing account transfers and documents. Manage client information within the CRM. Maintaining clients’ profiles, information, and activities. Establish and nurture strong relationships with clients. Resolve and troubleshoot client issues promptly and effectively. Inform clients about new products and services. Actively work to meet and anticipate the needs of the Advisors and clients they support. Handle all distribution and money movement requests. Serve as a liaison between client, custodian, and investment managers, as well as third parties. Schedule and organize client meetings for Advisors and coordinate meeting materials with Client Communications Associate. Utilize Bartlett’s compliance software to ensure proper recordkeeping. Work with internal teams to ensure client needs are met. Adhere to all regulations and policies. Use extreme discretion, maintain confidentiality, and act with the utmost integrity. Work well under pressure and time constraints. Work independently to complete tasks in a timely and efficient manner while diligently maintaining accuracy and attention to detail. Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment. Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written. Be a team player, collaborative, and able to work with and through others. Requirements Minimum of 5 - 7 years of relevant work experience, preferably in the financial services/investment management industry. Bachelor’s degree from an accredited college or university or equivalent experience is preferred. Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices. Experience with CRM software (Practifi/Salesforce experience preferred), electronic document repositories. Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents. BenefitsBartlett offers a competitive and comprehensive benefits package including 401(k) match, profit sharing, attractive health care coverage, dental, vision, flexible spending accounts, life insurance, disability coverage, professional development assistance, ample paid time off and a hybrid work schedule.#LI-Hybrid#LI-KM1
This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth.
The ideal associate will:
- Act as the primary point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
- Assist with all facets of new client onboarding including opening accounts, establishing client portal access, and managing account transfers and documents.
- Manage client information within the CRM. Maintaining clients’ profiles, information, and activities.
- Establish and nurture strong relationships with clients.
- Resolve and troubleshoot client issues promptly and effectively.
- Inform clients about new products and services.
- Actively work to meet and anticipate the needs of the Advisors and clients they support.
- Handle all distribution and money movement requests.
- Serve as a liaison between client, custodian, and investment managers, as well as third parties.
- Schedule and organize client meetings for Advisors and coordinate meeting materials with Client Communications Associate.
- Utilize Bartlett’s compliance software to ensure proper recordkeeping.
- Work with internal teams to ensure client needs are met.
- Adhere to all regulations and policies.
- Use extreme discretion, maintain confidentiality, and act with the utmost integrity.
- Work well under pressure and time constraints.
- Work independently to complete tasks in a timely and efficient manner while diligently maintaining accuracy and attention to detail.
- Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment.
- Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written.
- Be a team player, collaborative, and able to work with and through others.
Requirements
- Minimum of 5 - 7 years of relevant work experience, preferably in the financial services/investment management industry.
- Bachelor’s degree from an accredited college or university or equivalent experience is preferred.
- Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.
- Experience with CRM software (Practifi/Salesforce experience preferred), electronic document repositories.
- Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.
Benefits
Bartlett offers a competitive and comprehensive benefits package including 401(k) match, profit sharing, attractive health care coverage, dental, vision, flexible spending accounts, life insurance, disability coverage, professional development assistance, ample paid time off and a hybrid work schedule.
#LI-Hybrid
#LI-KM1
Bartlett Wealth Management is a Registered Investment Advisory Firm and has been a cornerstone of the investment industry and the community for 125 years. Our longevity is a testament to the expertise and integrity of our staff and our unwavering commitment to investment excellence and superior client service. While our roots are deep, it is our forward thinking that propels us, empowering us with the technology, processes and strategies for reaching client goals. We are very proud of our accomplishments and the high caliber of our employees. Our people have made us who we are and set us apart from others in our industry. They are the reason we have been successful and why we have such an excellent reputation. In our hiring, Bartlett looks to employ talented individuals who have a positive, upbeat attitude, who are creative and innovative in their thinking, who are collaborative and have the drive and commitment to contribute to the overall growth and success of our firm. We believe our work environment is one in which supports learning and personal growth and encourages employee opinions for the continued improvement and success of our firm. We are committed to equal opportunity. It is our practice to recruit, hire, and promote individuals, as well as administer any and all personnel actions without regard to race, sex, color, age, religion, national origin, non-job related disability, genetic information, or other protected class.
Bartlett Wealth Management is a Registered Investment Advisory Firm and has been a cornerstone of the investment industry and the community for 125 years. Our longevity is a testament to the expertise and integrity of our staff and our unwavering commitment to investment excellence and superior client service.
While our roots are deep, it is our forward thinking that propels us, empowering us with the technology, processes and strategies for reaching client goals. We are very proud of our accomplishments and the high caliber of our employees. Our people have made us who we are and set us apart from others in our industry. They are the reason we have been successful and why we have such an excellent reputation.
In our hiring, Bartlett looks to employ talented individuals who have a positive, upbeat attitude, who are creative and innovative in their thinking, who are collaborative and have the drive and commitment to contribute to the overall growth and success of our firm.
We believe our work environment is one in which supports learning and personal growth and encourages employee opinions for the continued improvement and success of our firm.
We are committed to equal opportunity. It is our practice to recruit, hire, and promote individuals, as well as administer any and all personnel actions without regard to race, sex, color, age, religion, national origin, non-job related disability, genetic information, or other protected class.
