Bartlett Wealth Management

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:**
• - 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.

Client Relationship Associate

• Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
• 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 information – regularly update client relationship management (CRM) records by maintaining client profiles, information, and activities, utilize client portal, submit, and follow up on necessary paperwork.
• Handle all distribution and money movement requests.
• Serve as a liaison between client, custodian, and Advisors, as well as third parties.
• Schedule and organize client meetings for Advisors and coordinate presentation and meeting materials with Client Communications Associate.
• Troubleshoot client issues promptly and effectively.
• Support the preparation of client presentations and other meeting materials.
• Utilize Bartlett’s compliance software to ensure proper recordkeeping.
• Assist with office administrative duties as needed.