The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. Essential Functions: • Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns. • Actively work to meet and anticipate the needs of the Advisors and clients they support. • Assist with all facets of new client onboarding process including opening accounts, client portal set up and access, and managing all related account documents between clients, advisors, and investment custodians. • Manage client information – regularly update client relationship management (CRM) records by maintaining client profiles, information, and activities, utilize client portal, submit, and follow up on necessary paperwork. • Handle all distribution and money movement requests. • Serve as a liaison between client, custodian, and Advisors, as well as third parties. • Schedule and organize client meetings for Advisors and coordinate presentation and meeting materials with Client Communications Associate • Troubleshoot client issues promptly and effectively. • Support the preparation of client presentations and other meeting materials. • Utilize Bartlett’s compliance software to ensure proper recordkeeping. • Assist with office administrative duties as needed. Knowledge, Skills, & Abilities: • Collaborate with all internal departments and teams to ensure client needs are met. • Adhere to all regulations and policies. • Use extreme discretion, maintain confidentiality, and act with the utmost integrity. • Work well under pressure and time constraints. • Work independently to complete tasks in a timely and efficient manner while maintaining accuracy and attention to detail. • Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment. • Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written. • Be a team player, collaborative, and able to work with and through others. Requirements • Minimum of 3 - 5 years of relevant work experience, preferably in the financial services/investment management industry. • Associates or Bachelor’s degree in business from an accredited college or university or equivalent experience is preferred. • Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices. • Experience with CRM software (Practifi/Salesforce experience preferred), portfolio management platforms (Addepar experience preferred), and custodian systems (i.e., Schwab, Fidelity, Pershing). • Experience or familiarity with electronic document repositories, e-signature, and PDF applications (i.e., Laserfiche, DocuSign, Adobe/Nitro). • Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents. Benefits • A Top Workplace winning culture built on teamwork, integrity, and diligence. • Engaging work environment. • Opportunity for professional growth and development. • A hybrid work schedule. • Competitive salary and eligibility for annual firm profitability/individual performance incentive. • Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and more. • 401(k) plan with match and profit-sharing contribution. • Generous paid time off. • Paid parental and medical leave. Bartlett is an Equal Opportunity Employer