Wealth Client Services Partner; Hybrid
Listed on 2026-11-05
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Finance & Banking
Banking & Finance
Bartlett & Co. is seeking an experienced Client Service Associate to support Wealth Advisors, Financial Planners, clients and multiple internal teams. The role emphasizes onboarding, client communications, CRM maintenance, and proactive engagement to support retention and growth.
The ideal candidate brings 5–7 years in financial services, a Bachelor's degree (or equivalent), and strong Microsoft Office and CRM skills. Hybrid work with competitive benefits is offered.
We are seeking a motivated Wealth Client Services Partner (Hybrid) to join Bartlett & Co. in Cincinnati, OH, United States.
The position is based in Cincinnati, OH, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 70..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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