Job Description
Job Description
About Us
Bartholomew & Company is an independent investment management and wealth advisory firm serving private clients, businesses, municipalities, and institutional investors. Founded in 1994, with offices in Worcester and Framingham, Massachusetts, the firm manages more than $5.9 billion in assets across two core business lines: Private Wealth and Governments & Institutions. Our scale, institutional heritage, and collaborative culture allow us to deliver sophisticated investment capabilities while maintaining the personalized service and long-term relationships of a boutique firm.
At Bartholomew Private Wealth (BPW), prudent management is our core tenet because we take our clients’ dreams for a sound financial life as seriously as they do. BPW manages approximately $2.5 billion in assets for private clients, families, and business owners across the country. We practice risk-sensitive portfolio management, aiming to maximize gains in accordance with each client’s personal tolerance for risk. Our deep expertise in institutional asset management provides clients with access to opportunities, sophistication, and diversification not typically available to individual investors.
About the Role
The Client Service Associate (CSA) plays a critical role in delivering exceptional client experience for private wealth clients and advisor teams. This position oversees complex client service workflows, serves as a operational resource to advisors, and helps ensure consistent, high-quality service standards across the firm.
The CSA acts as a trusted point of contact for clients, proactively addressing service needs, resolving complex issues, and supporting the operational execution of client relationships. This role also provides mentorship to junior service associates and contributes to process improvement initiatives that enhance operational efficiency and client satisfaction.
Core Responsibilities
Client Service Leadership
- Manage complex client service workflows across advisor teams
- Serve as escalation point for challenging client service issues
- Communicate proactively with clients regarding service matters and account needs
- Ensure consistent and high-quality client service delivery
Advanced Account Administration
- Oversee complex transactions including transfers, account updates, and operational requests
- Review and process service requests to ensure accuracy and compliance
- Maintain and oversee client documentation within CRM and operational systems
- Coordinate complex client service across custodians and platforms
Mentorship & Team Development
- Lead by example, inspiring both in person and virtually
- Provide guidance on workflows, service processes, and client communication
- Support onboarding and development of new service team members
- Promote best practices in service operations
Compliance & Operational Oversight
- Ensure adherence to firm policies and regulatory requirements
- Support supervisory functions related to client servicing and documentation
- Identify opportunities to improve operational processes and workflows
Advisor & Team Collaboration
- Partner closely with advisors to support client relationships
- Coordinate service delivery for advisor teams
- Participate in service team leadership discussions and process improvements
Skills & Competencies
Technical
- Proficiency with Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Co-Pilot)
- CRM and financial services platform expertise (familiarity with WealthBox CRM, LPL’s Clientworks and/or Orion is a plus)
- High-complexity transaction processing
- Operational workflow optimization
Leadership
- Promotes service excellence and operational discipline
- Mentors and coaches junior service team members, as applicable
Client Engagement
- Proactive and meaningful communication and connection with clients
- Ability to manage complex service needs and client expectations
Organizational
- Strong problem-solving ability
- High attention to detail and accuracy
- Ability to manage multiple priorities in a fast-paced environment
Education
- Bachelor’s Degree preferred
- 3–5 years of financial services and/or client service experience
- FINRA Series 7 and 66 licenses preferred
Why Bartholomew and Company
At Bartholomew & Company, the Private Wealth Team is committed to building a collaborative, supportive, and growth-oriented environment where employees can build meaningful careers while making a direct impact on clients’ financial lives. Team members benefit from close collaboration with experienced professionals, exposure to sophisticated wealth management strategies, and opportunities for continued professional development and advancement.
We believe in investing in our people through career pathing, continuing education opportunities, and a comprehensive benefits package designed to support overall well-being both personally and professionally.
Benefits
- 401(K) + Match
- Dental Insurance
- Employee Assistance Program
- Financial Support For Licensing
- Flexible Spending Accounts
- Health Insurance
- Life and AD&D Insurance
- Paid Time Off
- Retirement Plan
- Tuition Reimbursement
- Vision Insurance
Perks
- Access to Company WooSox Tickets
- Discounted Tickets to the Hanover Theatre
- Free Parking
- Free Tickets to the Worcester Art Museum
- Friday Hours
Physical Requirements
Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for long periods of time; to occasionally stoop, bend, kneel, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including the use of a computer, keyboard, copy machine, printer and calculator; and ability to communicate information and ideas in a manner that others will understand.
EEO Statement
Bartholomew & Company is an Equal Opportunity employer and does not discriminate in employment on the basis of race, color, religious creed, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, and/or other status protected under law.