What are the responsibilities and job description for the Client Relationship Associate position at Bartlett Wealth Management?
The Client Relationship Associate (CRA) 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.
Essential Functions:
- 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.
Knowledge, Skills, & Abilities:
- Collaborate with all internal departments and 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 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.
- 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.
- 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.
Bartlett is an Equal Opportunity Employer