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 prepares client annual and semiannual reports and prospect presentations. She provides our government and institutional clients with day-to-day support, including timely and accurate processing of financial transfers, wires, EFTs, and check services. She also offers broker administration support with setting up new accounts, making account changes, and creating monthly and quarterly accounting reports.
Outside the office, Amanda enjoys traveling and spending time with family and friends.