Client Relationship Associate
Bartlett Wealth Management is hiring for Client Relationship Associate in Cincinnati, Ohio, 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.
With Destava: How well do you fit? · Tailor my résumé · Write a cover letter
- Company
- Bartlett Wealth Management
- Where
- Cincinnati, Ohio, United States
- Level
- Junior
- First seen
- August 9, 2026
- Listed via
- Workable
What the posting says
This position 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. The ideal associate will: - 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…
Read more and apply on Bartlett Wealth Management's site
More jobs like this
Service Advisor - Colerain Honda
Save to applyClient Specialist/Onsite
Save to applyCustomer Service - Self Storage Manager
Save to applyCustomer Service - Self Storage Manager
Save to apply
See all 60 Customer Service Representatives jobs in Cincinnati
A search agent finds the jobs this list misses: the ones that mean the same without the same words. Have Destava watch for client relationship associate jobs in Cincinnati, Ohio, United States, new matches every morning on your own account.
This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.