Wealth Client Services & Onboarding Associate
Bartlett Wealth Management
Bartlett Wealth Management is seeking a Client Service Associate to join the client service team and support Wealth Advisors, Financial Planners, and clients. The role centers on client service, onboarding, and facilitating smooth transfers and communications while maintaining strict confidentiality and accurate records. The ideal candidate will bring 5–7 years of relevant experience, a Bachelor’s degree, and strong proficiency with CRM systems (Practifi/Salesforce) and Microsoft Office. #J-18808-Ljbffr Bartlett Wealth Management
Vacancy posted 1 day ago
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Bartlett Wealth Management
Cincinnati, OH11 days ago - ...745BRCityCincinnatiJob TypeFull Time Key responsibilitiesA Client Service Associate serves as the first point of contact when a client calls to... ...platformsThe teamYou’ll be working alongside the Foster Kavanaugh Wealth Management Group. They are a collaborative, team-based...Flexible hours
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