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This role is responsible for preparing critical client meeting materials, building customized presentations, and sourcing data for in-house research and analysis. The Associate will partner with advisors and planners to understand the needs of the client and build presentations to articulate investment and planning solutions. The role provides opportunity for growth within the firm over time.
What you'll be doing:
What you need:
What we offer:
*Starting annual salary range is $52,000 - $63,000, commensurate with experience.
Full Time
$56k-70k (estimate)
07/30/2024
08/31/2024
bartlett1898.com
CHICAGO, IL
50 - 100
1898
Private
WILLIAM GOLDSTEIN
$10M - $50M
Bartlett is a wealth management firm that provides investment advisory and financial planning services for individuals and businesses.
The job skills required for Client Reporting Associate include Microsoft Office, PowerPoint, Presentation, Planning, Communicates Effectively, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Reporting Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Reporting Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Reporting Associate positions, which can be used as a reference in future career path planning. As a Client Reporting Associate, it can be promoted into senior positions as an Administrative Assistant IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Reporting Associate. You can explore the career advancement for a Client Reporting Associate below and select your interested title to get hiring information.