Framingham, Massachusetts, United States · On-site
$31/hr–$38/hr
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…
Skills: Client Service Leadership, Account Administration, Microsoft 365 Suite, CRM Management, Financial Services Platforms
Framingham, Massachusetts, United States • On-site
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The Senior Client Service Associate manages complex client service workflows and serves as an operational resource for advisor teams. The role involves overseeing account administration, mentoring junior staff, and ensuring high-quality service delivery and regulatory compliance.
Candidates should have 3–5 years of experience in financial services or client service and a preferred Bachelor's degree. FINRA Series 7 and 66 licenses are preferred for this position.
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
Advanced Account Administration
Mentorship & Team Development
Compliance & Operational Oversight
Advisor & Team Collaboration
Skills & Competencies
Technical
Leadership
Client Engagement
Organizational
Education
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
Perks
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.
Providing Trusted Financial Advice Since 1994
Through our personalized, independent financial planning solutions and investment advice, we help keep you on track through every phase of life. Partner with the Bartholomew & Company team to help propel your financial success with experienced financial guidance that's tailored to your needs. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, VI, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Offices: 370 Main St, Suite 1000, Worcester, Massachusetts 01608, US · 161 Worcester Road, Suite 402, Framingham, MA 01701, US
Providing Trusted Financial Advice Since 1994
Through our personalized, independent financial planning solutions and investment advice, we help keep you on track through every phase of life. Partner with the Bartholomew & Company team to help propel your financial success with experienced financial guidance that's tailored to your needs. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, VI, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Offices: 370 Main St, Suite 1000, Worcester, Massachusetts 01608, US · 161 Worcester Road, Suite 402, Framingham, MA 01701, US
