Client Relationship Associate

Bartlett Wealth Management

Client Relationship Associate supporting client service and retention for financial advisors. Engaging with clients, handling onboarding, and managing account information in a hybrid workplace.

Posted 7/6/2026full-timeChicago • Illinois • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Minimum of 3 - 5 years of relevant work experience, preferably in the financial services/investment management industry.
Associates or Bachelor’s degree in business 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 and a demonstrated ability to use/learn advanced software, systems, and devices.
Experience with CRM software (Practifi/Salesforce experience preferred), portfolio management platforms (Addepar experience preferred), and custodian systems (i.e., Schwab, Fidelity, Pershing).
Experience or familiarity with electronic document repositories, e-signature, and PDF applications (i.e., Laserfiche, DocuSign, Adobe/Nitro).
Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Benefits

Comp & perks

A Top Workplace winning culture built on teamwork, integrity, and diligence.
Engaging work environment.
Opportunity for professional growth and development.
A hybrid work schedule.
Competitive salary and eligibility for annual firm profitability/individual performance incentive.
Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and more.
401(k) plan with match and profit-sharing contribution.
Generous paid time off.
Paid parental and medical leave.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Client OnboardingCRM SoftwareMicrosoft OutlookMicrosoft WordMicrosoft ExcelPortfolio Management PlatformsElectronic Document RepositoriesE-Signature ApplicationsBusiness English ProficiencyRecordkeeping

Soft Skills

Client-First AttitudeEffective CommunicationProblem-SolvingOrganizational SkillsAttention to Detail