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

Setup: Hybrid
Location: Cincinnati, Ohio
Type: Full-time
Level: not_specified
Posted: Aug 3, 2026

Description

The Client Service Associate acts as the primary point of contact for clients, assisting with onboarding, managing client information, resolving issues, and promoting new products. This role supports wealth advisors and financial planners, ensuring client satisfaction and contributing to business growth.

Required Skills

Microsoft Office Suite
Outlook
Word
Excel
CRM Software

Additional Information

Minimum Education: Bachelor's degree from an accredited college or university or equivalent experience.
Required Previous Experiences: 5-7 years of relevant work experience, preferably in the financial services/investment management industry.
Preferred Qualifications: Advanced proficiency with Microsoft applications, particularly Outlook, Word, and Excel, with a demonstrated ability to learn advanced software and systems.
Experience with CRM software such as Practifi or Salesforce, along with familiarity with electronic document repositories.
Strong proficiency in business English, excellent writing and communication skills, and the ability to compose and prepare clear and concise correspondence and documents.