About this role
Director, Client Services (Wealth Management) at Bartlett Wealth Management. Location: Cincinnati, Ohio, United States. Role: leading team, improving operations, overseeing workflows Requirements: Associates or Bachelor’s in business/finance/economics/accounting; 7+ years client service experience in wealth management/financial services; 5+ years people leadership; project management experience; CRM and portfolio platform knowledge. Category: Finance and Accounting Seniority: Senior Level Tools: Salesforce, Practifi, Addepar, Schwab, Fidelity, Pershing, Microsoft Word, Microsoft Excel, Microsoft Outlook, EOS Certifications: project management Commitment: Full Time Workplace: Hybrid Languages: English