Client Service Associate; CSA)

About Us

Bartholomew & Company is a financial services firm headquartered in Worcester, MA managing approximately $6 billion in assets across two divisions:
Governments and Institutions, which serves public entities and institutional clients, and Private Wealth, which serves individuals, families, and business owners.

This role is based in our Framingham, MA office within our Private Wealth division, which manages approximately $2.5 billion for clients across the country. We take a disciplined, client-centered approach to wealth management, tailoring strategies to each client's goals and risk tolerance. Our deep expertise in institutional asset management provides clients with access to opportunities, sophistication, and diversification not typically available to individual investors.

This full-time, hourly position is based in Framingham, MA and is eligible for a bonus. The Client Service Associate (CSA) plays a critical role in delivering exceptional client experience for Bartholomew Private Wealth clients and advisor teams. This position oversees complex client service workflows, serves as a senior operational resource to advisors, and helps ensure consistent, high-quality service standards across the firm.

The CSA acts as a trusted point of contact for clients, proactively addressing service needs, resolving complex issues, and supporting the operational execution of client relationships. This role also provides mentorship to junior service associates and contributes to process improvement initiatives that enhance operational efficiency and client satisfaction.

• Manage complex client service workflows across advisor teams
• Serve as escalation point for challenging client service issues
• Communicate proactively with clients regarding service matters and account needs
• Ensure consistent and high-quality client service delivery

• Oversee complex transactions including transfers, account updates, and operational requests
• Review and process service requests to ensure accuracy and compliance
• Maintain and oversee client documentation within CRM and operational systems
• Coordinate complex client service across custodians and platforms

• Lead by example and inspiring both in person and virtually
• Provide guidance on workflows, service processes, and client communication
• Support onboarding and development of new service team members
• Promote best practices in service operations

• Ensure adherence to firm policies and regulatory requirements
• Support supervisory functions related to client servicing and documentation
• Identify opportunities to improve operational processes and workflows

• Partner closely with advisors to support client relationships
• Coordinate service delivery for advisor teams
• Participate in service team leadership discussions and process improvements

• Proficiency with Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Co-Pilot)
• CRM and financial services platform expertise (familiarity with Wealth Box CRM, LPL's Client works and/or Orion is a plus)
• High-complexity transaction processing
• Operational workflow optimization

• Promotes service excellence and operational discipline
• Mentors and coaches junior service team members, as applicable

• Proactive and meaningful communication and connection with clients
• Ability to manage complex service needs and client expectations

• Strong problem-solving ability
• High attention to detail and accuracy
• Ability to manage multiple priorities in a fast-paced environment

• Bachelor's Degree (Preferred)
• 3-5 years of…