Senior Client Service Associate

Bartholomew & Co.•Worcester, MA

12d•$33 - $40•Onsite

About The Position

The Senior Client Service Associate (Sr. CSA) is a full-time, hourly position based in Framingham, Massachusetts, within Bartholomew Private Wealth (BPW). BPW manages approximately $2.5 billion in assets for individuals, families, and business owners across the country, using a disciplined, client-centered approach tailored to clients’ goals and risk tolerance. Bartholomew & Company is headquartered in Worcester, Massachusetts, and manages approximately $6 billion across its Governments and Institutions and Private Wealth divisions. The Sr. CSA oversees complex client-service workflows, serves as a senior operational resource to advisors, and helps maintain consistent, high-quality service standards. The role acts as a trusted client contact, proactively addressing service needs, resolving complex issues, and supporting the operational execution of client relationships. It also includes mentoring junior service associates and contributing to process improvements that enhance efficiency and client satisfaction. The position requires collaboration with advisors and service teams, oversight of complex account administration, and support for compliance and operational controls. The company describes its Private Wealth team as collaborative and growth-oriented, with opportunities for career development and advancement.

Requirements

Proficiency with Microsoft 365 Suite, including Outlook, Excel, Word, PowerPoint, and Copilot.
CRM and financial services platform proficiency.
Demonstrated ability to process high-complexity transactions accurately.
Experience with operational workflow optimization.
Ability to promote service excellence and operational discipline, and to mentor and coach junior service team members as applicable.
Proactive, meaningful communication and connection with clients, including the ability to manage complex service needs and client expectations.
Strong problem-solving ability, with high attention to detail and accuracy.
Ability to manage multiple priorities in a fast-paced environment.
Bachelor’s degree in any field of study (listed as preferred).
3–5 years of financial services and/or client service experience (listed as preferred).

Nice To Haves

Familiarity with WealthBox CRM, LPL’s ClientWorks, and/or Orion.
Bachelor’s degree in any field of study.
3–5 years of financial services and/or client service experience.

Responsibilities

Manage complex client service workflows across advisor teams.
Serve as an escalation point for challenging client service issues.
Communicate proactively with clients about service matters and account needs.
Ensure consistent, high-quality client service delivery.
Oversee complex transactions, including transfers, account updates, and operational requests.
Review and process service requests for accuracy and compliance.
Maintain and oversee client documentation in CRM and operational systems.
Coordinate complex client service across custodians and platforms.
Lead by example and inspire colleagues in person and virtually.
Provide insights and improvements 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.
Perform other related duties as assigned.