Senior Client Service Associate

Bartholomew & Co. • Framingham, MA

2d • $31 - $38 • Onsite

About The Position

The Client Service Associate (CSA) plays a critical role in delivering exceptional client experience for private wealth clients and advisor teams. This position oversees complex client service workflows, serves as a operational resource to advisors, and helps ensure consistent, high-quality service standards across the firm. The CSA acts as a trusted point of contact for clients, proactively addressing service needs, resolving complex issues, and supporting the operational execution of client relationships. This role also provides mentorship to junior service associates and contributes to process improvement initiatives that enhance operational efficiency and client satisfaction.

Requirements

• Proficiency with Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Co-Pilot)
• CRM and financial services platform expertise (familiarity with WealthBox CRM, LPL’s Clientworks and/or Orion is a plus)
• High-complexity transaction processing
• Operational workflow optimization
• Promotes service excellence and operational discipline
• Mentors and coaches junior service team members, as applicable
• Proactive and meaningful communication and connection with clients
• Ability to manage complex service needs and client expectations
• Strong problem-solving ability
• High attention to detail and accuracy
• Ability to manage multiple priorities in a fast-paced environment
• Bachelor’s Degree preferred
• 3–5 years of financial services and/or client service experience
• FINRA Series 7 and 66 licenses preferred

Responsibilities

• Manage complex client service workflows across advisor teams
• Serve as escalation point for challenging client service issues
• Communicate proactively with clients regarding service matters and account needs
• Ensure consistent and high-quality client service delivery
• Oversee complex transactions including transfers, account updates, and operational requests
• Review and process service requests to ensure accuracy and compliance
• Maintain and oversee client documentation within CRM and operational systems
• Coordinate complex client service across custodians and platforms
• Lead by example, inspiring both in person and virtually
• Provide guidance on workflows, service processes, and client communication
• Support onboarding and development of new service team members
• Promote best practices in service operations
• Ensure adherence to firm policies and regulatory requirements
• Support supervisory functions related to client servicing and documentation
• Identify opportunities to improve operational processes and workflows
• Partner closely with advisors to support client relationships
• Coordinate service delivery for advisor teams
• Participate in service team leadership discussions and process improvements

Benefits

• 401(K) + Match
• Dental Insurance
• Employee Assistance Program
• Financial Support For Licensing
• Flexible Spending Accounts
• Health Insurance
• Life and AD&D Insurance
• Paid Time Off
• Retirement Plan
• Tuition Reimbursement
• Vision Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level