Bartlett Wealth Management
Client Relationship Associate - Family Office Services
Bartlett Wealth Management, Cincinnati, Ohio, United States, 45202
Client Relationship Associate, Family Office Services Administrator
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.
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.