layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Client Relationship Associate
Bartlett Wealth Management
Cincinnati, OH, US
Source: Bartlett Wealth Management careers · View original posting
- Employment
- full time
Employer job description
From Bartlett Wealth Management's posting. “We” and “our” refer to the employer.
This position 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.
The ideal associate will:
Act as the primary point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
Assist with all facets of new client onboarding including opening accounts, establishing client portal access, and managing account transfers and documents.
Manage client information within the CRM. Maintaining clients’ profiles, information, and activities.
Establish and nurture strong relationships with clients.
Resolve and troubleshoot client issues promptly and effectively.
Inform clients about new products and services.
Actively work to meet and anticipate the needs of the Advisors and clients they support.