Client Relationship Associate

About the role

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. The role plays a critical part in supporting client service, retention, and business growth.

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, investment managers, and third parties.
• Schedule and organize client meetings for Advisors and coordinate meeting materials with the 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, detail-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 in writing.
• 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.
• Demonstrated ability to use/learn advanced software, systems, and devices.
• Experience with CRM software (Practifi/Salesforce experience preferred) and electronic document repositories.
• Proficiency in business English, composition, spelling, grammar, and punctuation, with the demonstrated ability to efficiently compose and prepare correspondence and documents.

Benefits

• Competitive and comprehensive benefits package including 401(k) match and profit sharing.
• Attractive health care coverage, dental, and vision.
• Flexible spending accounts.
• Life insurance and disability coverage.
• Professional development assistance.
• Ample paid time off.
• Hybrid work schedule.