Client Relationship Associate at bartlett-and-co-dot-llc

The Client Relationship Associate (CRA) supports the client service team, working closely with Wealth Advisors, Financial Planners, clients, and various firm departments. The CRA's primary role involves assisting with client onboarding, managing client information via CRM, handling distribution and money movement requests, acting as a liaison between clients, custodians, and Advisors, scheduling client meetings, troubleshooting issues, preparing client presentations, utilizing compliance software like Bartlett's, and performing office administrative duties.