Senior Client Service Associate

Senior Client Service Associate Bartholomew & Company Framingham, MA Job Details Full-time $65,000 - $80,000 a year 5 hours ago Benefits Health insurance Dental insurance 401(k) Flexible spending account Tuition reimbursement Paid time off Employee assistance program Vision insurance 401(k) matching Volunteer time off Opportunities for advancement Life insurance Retirement plan Qualifications Customer communication Microsoft Excel Bachelor's degree Client services Financial services Process management Full Job Description About Us Bartholomew & Company is an independent investment management and wealth advisory firm serving private clients, businesses, municipalities, and institutional investors. Founded in 1994, with offices in Worcester and Framingham, Massachusetts, the firm manages more than $5.9 billion in assets across two core business lines: Private Wealth and Governments & Institutions. Our scale, institutional heritage, and collaborative culture allow us to deliver sophisticated investment capabilities while maintaining the personalized service and long-term relationships of a boutique firm. Bartholomew Wealth Partners (BWP) is the firm's private wealth division, serving individuals, families, and business owners nationwide. BWP manages approximately $2.5 billion in assets and provides comprehensive wealth management services tailored to each client's unique goals and circumstances. About the Role The Senior Client Service Associate (Senior CSA) plays a critical role in delivering exceptional client experience for private wealth clients and advisor teams. This position 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 Senior 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. This role also provides mentorship to junior service associates and contributes to process improvement initiatives that enhance operational efficiency and client satisfaction. Core Responsibilities Client Service Leadership 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 Advanced Account Administration 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 Mentorship & Team Development Mentor Client Service Associates, leading by example and inspiring both in person and virtually Provide guidance on workflows, service processes, and client communication Support onboarding and development of new service team members Promote best practices in service operations Compliance & Operational Oversight 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 Advisor & Team Collaboration Partner closely with advisors to support client relationships Coordinate service delivery for advisor teams Participate in service team leadership discussions and process improvements Skills & Competencies Technical Proficiency with Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Co-Pilot) CRM and financial services platform expertise (familiarity with WealthBox CRM, LPL's Clientworks and/or Orion is a plus) High-complexity transaction processing Operational workflow optimization Leadership Promotes service excellence and operational discipline Mentors and coaches junior service team members, as applicable Client Engagement Proactive and meaningful communication and connection with clients Ability to manage complex service needs and client expectations Organizational Strong problem-solving ability High attention to detail and accuracy Ability to manage multiple priorities in a fast-paced environment

Education:

Bachelor's Degree preferred 3-5 years of financial services and/or client service experience FINRA Series 7 and 66 licenses preferred or willingness to obtain within 1 year of hire Ability to

Commute:

405 Cochituate Rd, Suite 305, Framingham, MA 01701 Why Bartholomew and Company At Bartholomew & Company, the Private Wealth Team is committed to building a collaborative, supportive, and growth-oriented environment where employees can build meaningful careers while making a direct impact on clients' financial lives. Team members benefit from close collaboration with experienced professionals, exposure to sophisticated wealth management strategies, and opportunities for continued professional development and advancement. We believe in investing in our people through career pathing, continuing education opportunities, and a comprehensive benefits package designed to support overall well-being both personally and professionally.

Perks:

Paid Parking Access to WooSox Tickets Discounted Tickets for

Worcester Art Museum Pay:

$65,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Retirement plan Tuition reimbursement Vision insurance Volunteer time off

Work Location:

In person