Client Relationship Associate

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:

• Demonstrate a client-first attitude.
• Actively work to meet and anticipate the needs of the Advisors and clients they support.
• Assist with all facets of new client onboarding process including opening accounts, client portal set up and access, and managing all related account documents between clients, advisors, and investment custodians.
• Manage client relationship management (CRM) records by maintaining client profiles, information, and activities.
• 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 Wealth Advisory Analyst.
• Manage client information - prepare client reports, utilize client portal, submit, and follow up on necessary paperwork and regularly update CRM.
• Troubleshoot client issues.
• Support the preparation of client presentations and other meeting materials.
• Utilize Bartlett's compliance software to ensure proper recordkeeping.
• Collaborate with all internal departments.
• 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 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 2 - 5 years of relevant work experience, preferably in the financial services/investment management industry.
• High School graduate at minimum; 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, electronic document repositories, and Adobe Acrobat is preferred.
• 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 a 3% 401(k) match ($5,000 max), 7% targeted profit-sharing plan contribution, attractive health care coverage, and ample paid time off.