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Hybrid Client Relations & Onboarding Specialist
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-10
Listing for:
Bartlett Wealth Management
Full Time
position Listed on 2026-07-10
Job specializations:
-
Customer Service/HelpDesk
CRM Systems & Management
Job Description & How to Apply Below
Bartlett Wealth Management is seeking a detail-oriented Client Services professional to support onboarding, CRM maintenance, and coordination between clients, advisors, and custodians in a hybrid Chicago-area environment.
You will manage onboarding tasks, update CRM records, and assist with money movements while maintaining strict confidentiality and compliance with firm policies. A 3–5 year financial services background is preferred.
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