Client Relationship Associate

Bartlett Wealth Management•Cincinnati, OH

6d•Hybrid

About The Position

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. It plays a critical role in supporting client service, retention, and business growth. The ideal associate will act as the primary point of contact, demonstrate a client-first attitude, and address client inquiries and concerns. Responsibilities include assisting with new client onboarding, managing client information within the CRM, maintaining client profiles, establishing and nurturing strong client relationships, resolving client issues, informing clients about new products and services, handling distribution and money movement requests, serving as a liaison between clients, custodians, and investment managers, scheduling client meetings, coordinating meeting materials, utilizing compliance software for recordkeeping, working with internal teams to meet client needs, adhering to regulations and policies, exercising discretion and maintaining confidentiality, working well under pressure and time constraints, working independently with accuracy and attention to detail, being organized and able to multitask, and communicating effectively and collaboratively.

Requirements

Minimum of 5 - 7 years of relevant work experience, preferably in the financial services/investment management industry.
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.

Nice To Haves

Bachelor’s degree from an accredited college or university or equivalent experience is preferred.

Responsibilities

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.