Jobs in the United States

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Customer Service Associate - Temporary
Walgreens
TACOMA, WA
- $17.13 to $20.5 USD / hour
Has working knowledge of store systems and store equipment.
Added 2 mins ago
W
Pharmacist
Walgreens
ALLENTOWN, PA
- $60.9 to $82.3 USD / hour
…compliance, pharmacy operations, pharmacy software and technology systems and…
Added 2 mins ago
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Pharmacy Technician / Pharm Tech Apprenticeship
Walgreens
FAYETTEVILLE, NC
- $17 to $23.25 USD / hour
Responsible for using pharmacy systems to obtain patient and drug information and process prescriptions. If PTCB certified, assists with and coaches pharmacy technicians in the operation of…
Added 2 mins ago
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Pharmacy Technician / Pharm Tech Apprenticeship
Walgreens
NEW HYDE PARK, NY
- $18.25 to $25 USD / hour
Responsible for using pharmacy systems to obtain patient and drug information and process prescriptions. If PTCB certified, assists with and coaches pharmacy technicians in the operation of…
Added 2 mins ago
W
Customer Service Associate - Temporary
Walgreens
GREAT FALLS, MT
- $15 to $19 USD / hour
Has working knowledge of store systems and store equipment.
Added 2 mins ago
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Shift Lead
Walgreens
HOFFMAN ESTATES, IL
- $17.5 to $22.5 USD / hour
Opens and closes the store in the absence of store management, including all required systems start-ups, required cash handling, and ensuring the floor and stock room are ready for the…
Added 2 mins ago
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Photo Specialist
Walgreens
HOFFMAN ESTATES, IL
- $15.4 to $19 USD / hour
Maintains photo equipment and utilizes store systems and technology to support daily operations, troubleshoot issues, and deliver quality results.
Added 2 mins ago
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Pharmacy Customer Service Associate
Walgreens
LITTLETON, CO
- $17.5 to $21.5 USD / hour
…in the practice of pharmacy. Responsible for using pharmacy systems to obtain patient and drug information and process…
Added 2 mins ago
W
Photo Specialist
Walgreens
LITTLETON, CO
- $16.5 to $20.5 USD / hour
Maintains photo equipment and utilizes store systems and technology to support daily operations, troubleshoot issues, and deliver quality results.
Added 2 mins ago
W
Customer Service Associate
Walgreens
LITTLETON, CO
- $16.5 to $20.5 USD / hour
Has working knowledge of store systems and store equipment.
Added 2 mins ago
W
Customer Service Associate
Walgreens
FULLERTON, CA
- $16.9 to $20.5 USD / hour
Has working knowledge of store systems and store equipment.
Added 2 mins ago
Y&
Human Resources Manager
Yum & Chill Restaurant Group LLC
Warren, NJ
- $85,000 to $100,000 USD / year
…impact the business and benefit plans. Monitor data accuracy in systems. Create ad hoc reports, assist in audit facilitation, maintenance of internal systems and organizational…
Added 3 mins ago
Y&
Taco Bell Director of Operations
Yum & Chill Restaurant Group LLC
Warren, NJ
- $100,000 to $120,000 USD / year
…restaurant management training and development using established systems and practices. Achieves certified training restaurant…
Added 6 mins ago
BB
Assistant, Product Development
BCI Brands
NY · New York, NY
- $20 to $25 USD / hour
…fabric and print development, tracking timelines, maintaining systems, and assisting with follow-up throughout the development process. This is a great opportunity to learn and contribute…
Added 6 mins ago
Systems Administrator
BCI Brands
NY · New York, NY
BCI Brands is seeking an experienced, motivated, and hands-on Systems Administrator to join our IT team.
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Experience in Occupational Safety and Health Systems
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Bartlett Wealth Management

Client Relationship Associate

Remote, United States

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Job details

Experience: Minimum of 5 - 7 years of relevant work experience, preferably in the financial services/investment management industry.
Posting language: English
Posted: Aug 3, 2026

Original job description

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 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.
Work with internal 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 diligently 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.
Minimum of 5 - 7 years of relevant work experience, preferably in the financial services/investment management industry.
Bachelor’s degree 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), electronic document repositories.
Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Bartlett offers a competitive and comprehensive benefits package including 401(k) match, profit sharing, attractive health care coverage, dental, vision, flexible spending accounts, life insurance, disability coverage, professional development assistance, ample paid time off and a hybrid work schedule.

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More about this job

Skills

Troubleshoot
Regulatory compliance
Recordkeeping
Confidentiality
Work independently
Attention to detail
Multitask
Workflow
Microsoft Outlook
Microsoft Word
Salesforce

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