About this role
Client Relationship Associate at Bartlett Wealth Management. Location: Chicago, Illinois, United States. Role: serving clients, managing onboarding, updating crm Requirements: 3-5 years financial services experience preferred; proficiency with Microsoft Outlook/Word/Excel, CRM and portfolio platforms; strong written and verbal business English; Associates or Bachelor's in business preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Outlook, Microsoft Word, Microsoft Excel, Practifi, Salesforce, Addepar, Schwab, Fidelity, Pershing, Laserfiche, DocuSign, Adobe, Nitro Commitment: Full Time Workplace: Hybrid Languages: English