Destava

Client Relationship Associate

Bartlett Wealth Management is hiring for Client Relationship Associate in Chicago, Illinois, United States. Junior level. First seen August 9, 2026; open as of November 6, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
Bartlett Wealth Management
Where
Chicago, Illinois, United States
Level
Junior
First seen
August 9, 2026
Listed via
Workable

What the posting says

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,…

Read more and apply on Bartlett Wealth Management's site

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