Client Success & Onboarding Specialist
Bartlett & Co.
Bartlett & Co. is seeking a detail-oriented Client Services Associate to serve as a primary contact for clients, coordinate onboarding, and collaborate with Advisors and custodians in a hybrid Chicago-area office. You will manage accounts, process requests, and support presentations and client communications. The role requires 3–5 years in financial services with strong MS Office and CRM experience. Excellent communication and confidentiality are essential, with opportunities for professional #J-18808-Ljbffr Bartlett & Co.
Vacancy posted 21 hours ago
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