Bartlett Wealth Management

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.

Client Relationship Associate