# Client Relationship Associate

> Bartlett Wealth Management · Chicago, United States (Hybrid) · Full-time · Posted 2026-07-06

**Workplace:** hybrid

## Description

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**

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## Apply

[Apply at Bartlett Wealth Management](https://apply.workable.com/bartlett-and-co-dot-llc/j/018342F636/apply)

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