Senior Client Service Associate

This full-time, hourly position is based in Framingham, Massachusetts and plays a critical role in delivering exceptional client experience for Bartholomew Private Wealth (BPW) clients and advisor teams. 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 sits within BPW, which manages approximately $2.5 billion for clients across the country using a disciplined, client-centered approach tailored to each client's goals and risk tolerance. The Senior Client Service Associate (Sr. CSA) 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 Sr. 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, while also mentoring junior service associates and contributing to process improvement initiatives that enhance operational efficiency and client satisfaction.

At Bartholomew Private Wealth (BPW), prudent management is our core tenet because we take our clients’ dreams for a sound financial life as seriously as they do. BPW manages approximately $2.5 billion in assets for private clients, families, and business owners across the country. We practice risk-sensitive portfolio management, aiming to maximize gains in accordance with each client’s personal tolerance for risk.

Our deep expertise in institutional asset management provides clients with access to opportunities, sophistication, and diversification not typically available to individual investors.

• 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 inspire both in person and virtually.
• Provide insights and improvements 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.
• Other related duties as assigned.

• Proficiency with Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Copilot).
• CRM and financial services platform proficiency; familiarity with Wealth Box CRM, LPL's Client Works, and/or Orion is a plus.
• Demonstrated ability to process high-complexity transactions accurately.
• Experience with operational workflow optimization.
• Ability to promote service excellence and operational discipline; mentors and coaches junior…