Client Service Associate
Location: Worcester Office
Grounded in Relationships, Driven by Purpose
Amanda joined Bartholomew & Company in 2008. For five years, she was our administrative assistant/receptionist, greeting callers and visitors to our office, as well as assisting our advisors with client and prospect meeting preparation.
Today, as a client service associate in our Government & Institutional Division, Amanda works closely with team members in assisting clients and responding to prospect inquiries. She prepares client reports and presentations and schedules clients’ quarterly and annual appointments with our Government & Institutional Division team, maintains contact with clients via monthly newsletters and periodic email communications, and is responsible for the design and production of prospect material.
Outside the office, Amanda enjoys traveling and spending time with family and friends.