Client Service Operations Team Lead
Bartlett Wealth Management
Cincinnati, ohio
Client Service Operations is critical in ensuring operational success in all client-related matters. Our relationships with our clients are one of the most important aspects of what we do at Bartlett. The client service operations team’s purpose is to centralize and improve on many of the integral components of the client experience.
The Client Service Operations Lead is responsible for the overall success of critical functions such as client onboarding, new account setup, client service needs such as gifts and donations, and more. A core responsibility of this role will be to act as the CRM business administrator. They are responsible for ensuring business requirements are being captured and translated into functionality within the CRM. There will be a great deal of opportunity to work with management to design new processes and workflows that will lead to a more efficient and productive client service team.
What You'll Be...