Client Service Associate, Wealth Advisory

Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms. The company oversees $41.6 billion of assets under management (as of 9/30/2023), for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in Delaware, Florida, New Jersey, New York, Ohio, Pittsburgh and Washington, DC. For further information, please visit http://www.glenmede.com.

This position will operate in a hybrid work environment, a minimum of 3 days per week in the office (Cleveland, OH).

OVERVIEW:

The primary function of the Client Service Associate is to support designated Relationship Managers in day-to-day client contact, relationship management, trust and investment account administration, compliance requirements, and other functions as required to maintain excellent relationships with clients, external professional advisors and internal business partners.

RESPONSIBILITIES:

Account Support and Administration: Support relationship managers in the administration of trust, investment and retirement accounts. Duties may include daily transaction processing, securities transfers, cash and check requests, gifts, deposits, routine client information requests and updating client information. Monitor and review daily reports for accuracy, action items, resolution and follow-up. Assist with account opening, asset transfer, account terminations, and special asset management. Be a power-user of client support technology systems, including the client relationship management system and the system of record for client transactions. Manage incoming and outgoing client communications, including preparing correspondence and managing document retention.

Client and Relationship Manager Support: Act as an initial point of contact for client inquiries and team communications. Independently handle certain routine to moderately complex client (internal and/or external clients) matters, and undertake research or take needed action to resolve (with guidance from senior officers where appropriate). Serve as direct back-up to other team/office support professionals to provide team-based coverage. Coordinate client meetings, including scheduling, dining arrangements, travel, security and other related activities. Assist in the reception of client guests, and answer office phones as needed. Communicate with clients in a professional and pleasant manner; maintain confidentiality and discretion in all client and professional interactions; and keep appropriate parties informed. Prepare client meeting materials; assist with the preparation of presentation materials for meetings in collaboration with relationship teams, and coordinate with investment, tax or other departments to ensure deadlines are met. Assist in the completion of expense reports and other related requirements for professionals.

Firm-building: Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices. Participate in special projects and identify process improvements. Carry out other duties and responsibilities as assigned, and carry out all responsibilities in compliance with company policies, procedures and practices.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree or equivalent experience required.
• 1+ years of internship, co-op, and/or working experience in Financial Services or related role.

PREFERRED QUALIFICATIONS:

• Work experience in a fiduciary environment is preferred.
• Proficiency with Microsoft Office and electronic tools and systems to fulfill daily responsibilities, including document management, investment reporting, and transaction processing. Knowledge of Salesforce.com applications desirable.
• Excellent interpersonal skills with a demonstrated ability to effectively interact with clients by phone and in person.
• Proven ability to interact effectively with other professionals on a daily basis.
• Excellent verbal and written communication skills/pleasant telephone manner.
• Proven competence in organizational and problem solving skills, ability to work well under pressure, and consistent accuracy and attention to detail.
• Self-starter with a great deal of initiative.
• Full understanding of client privacy and confidentiality.

Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of race, color, religious creed or belief, national origin, citizenship status, ethnicity, ancestry, age, physical or mental disability, HIV Status, sex including pregnancy, childbirth, breastfeeding or medical conditions related to breastfeeding, and medical conditions related to pregnancy or childbirth, gender, sexual orientation, gender identity and/or expression including a person’s actual or perceived gender-related self-image, appearance, behavior, expression, or other gender-related characteristic, regardless of the sex assigned to that person at birth, sexual and reproductive health decisions, marital, civil union or domestic partnership status, past or present military service, alienage or citizenship status, family medical history (including pregnancy), genetic information or characteristic, family or parental status, caregiver status, status as a victim of domestic violence, an individual’s status as having a known relationship or association with a member or members of a protected category, hair texture and protective hairstyles, such as braids, locks, and twists, or any other status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics.

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.