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Client Service Operations is critical in ensuring operational success in all client-related matters. Our relationships with our clients are one of the most important aspects of what we do at Bartlett. The client service operations team’s purpose is to centralize and improve on many of the integral components of the client experience.
The Client Service Operations Lead is responsible for the overall success of critical functions such as client onboarding, new account setup, client service needs such as gifts and donations, and more. A core responsibility of this role will be to act as the CRM business administrator. They are responsible for ensuring business requirements are being captured and translated into functionality within the CRM. There will be a great deal of opportunity to work with management to design new processes and workflows that will lead to a more efficient and productive client service team.
What You'll Be Doing:
Requirements
What You Need:
Benefits
What's In It For You:
Bartlett is an equal opportunity employer.
Full Time
$61k-82k (estimate)
07/28/2024
08/16/2024
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.