Leads firmwide client growth strategy across marketing, business development, referrals, and partnerships, building accountable processes and improving the prospect experience to support new client and asset growth.
This role focuses on maintaining and developing relationships with high-net-worth clients by providing tailored investment management and wealth planning services.
The Client Relationship Associate plays a vital role in supporting client service and retention by managing client interactions and onboarding processes.
The Client Relationship Associate plays a vital role in supporting client service and retention by managing client onboarding, inquiries, and communications with Wealth Advisors and Financial Planners.
The Director of Client Services oversees the Client Services team at Bartlett Wealth Management, driving operational effectiveness and ensuring a high-quality client experience across all offices.
Page 1 · 5 results
