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Wealth Client Services & Onboarding Associate
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-08-07
Listing for:
Bartlett Wealth Management
Full Time
position Listed on 2026-08-07
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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