Hybrid Client Relationship Associate - Family Office Services bei Bartlett

The Client Relationship Associate, Family Office Services Administrator is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm. The position plays a critical role in supporting client service, retention, business growth, as well as, providing comprehensive administrative, financial and operational support to high-net-worth family’s family office.

Position Responsibilities:

Family Office Administration

• Daily reconciliation using Excel and Quickbooks.
• Handles monthly invoices and payments using Bill.com.
• Tax payments to multiple municipalities.
• Monitors and promptly responds to FOS email inbox.
• Responsible for a wide range of tasks, from managing daily operations to coordinating complex financial arrangements, such as handling capital calls, distributions: obtaining K-1s; gathering information from Private Equity websites; handling family fund transfers; uses Sharefile and Right Signature to execute money movements with different custodians.
• Acts as central point of contact for the family and service providers, ensuring smooth communication and efficient execution of tasks, including running bi-weekly meetings with family and Bartlett Advisors. 

Client Relationship Associate

• 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.
• Handle all distribution and money movement requests.
• Serve as a liaison between client, custodian, and investment managers, as well as third parties.
• Schedule and organize client meetings for Advisors and coordinate meeting materials with Client Communications Associate.
• Utilize Bartlett’s compliance software to ensure proper recordkeeping.

Requirements

• Possess a minimum of Minimum of 7 - 10 years of relevant work experience, preferably in the wealth management/family office environment.
• Bachelor’s degree from an accredited college or university or equivalent work experience is preferred.
• Proficiency with Microsoft applications, including Outlook and Word, with advanced skills in Excel, Quickbooks, and Sharefile. Experience working with Right Signature is a plus.
• Understanding of basic accounting principles, financial statements, and budgeting.
• Experience with CRM software (Practifi/Salesforce experience preferred).

In addition, the ideal associate will:

• Work with internal 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 diligently maintaining accuracy and attention to detail.
• Ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines.
• Be organized and detailed-oriented.
• Ability to communicate effectively with individuals at all levels, including family members, advisors, service providers, and co-workers using tact, courtesy, and good judgment.
• Be a team player, collaborative, and able to work with and through others.

The above statements are intended to describe the general nature and level of work being performed by persons assigned to this job.  These statements are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel in this position.

Benefits

Bartlett offers a competitive and comprehensive benefits package including 401(k) match, profit sharing, attractive health care coverage, dental, vision, flexible spending accounts, life insurance, disability coverage, professional development assistance, ample paid time off and a hybrid work schedule.

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