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Senior Private Wealth Client Services Lead
Job in
Framingham, Middlesex County, Massachusetts, 01704, USA
Listed on 2026-07-25
Listing for:
Bartholomew & Co.
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bartholomew & Company is a Massachusetts-based independent investment management and wealth advisory firm with offices in Worcester and Framingham. The Client Service Associate role supports private wealth clients, advisors, and operational teams, handling complex service workflows and ensuring high-quality service standards.
The CSA will be a trusted contact for clients, resolve complex issues, mentor junior associates, and contribute to process improvements for efficiency and client
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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