Apply on Employer Site

Glenmede · 5 hours ago

Client Service Associate, Pittsburgh Office Support

Pittsburgh, PA

Full-time

Hybrid

Mid Level

3+ years exp

Glenmede is a trusted partner for private wealth and investment management clients. The Client Service Associate will provide proactive administrative and analytical support to the Pittsburgh Office, assisting with client inquiries, transaction processing, and office management tasks.

ConsultingFinancial ServicesInsurance

Growth Opportunities

Responsibilities

Act as an initial point of contact for client inquiries and team communications

Independently handle certain routine to moderately complex client matters and undertake research or take needed action to resolve issues (with guidance from senior officers where appropriate)

Serve as direct back-up to other team/office support professionals to provide team-based coverage

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

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

Manage the daily schedule and 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

Manage daily administrative needs and ensure confidentiality of all sensitive information

Manage e-mail and telephone traffic

Organize mail and maintain correspondence

Upload documents into Salesforce and prepare correspondence as needed

Prepare Vision reports for the Relationship Managers on the team

Prepare expense reports, track petty cash, and submit invoices

Provide project support with PowerPoint presentations, spreadsheets, and other materials

Ensure the cleanliness and overall appearance of the office including meeting rooms and reception area

Draft professional written correspondence

Assist business development team with research, mailings, data input, and correspondence

Partner with Office Services and order supplies

Coordinate with property manager and staff for on-site visits, maintenance, etc

Interface with HelpDesk and Office Services for technology and phone related issues; ensure office has proper equipment

Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes

Ability and willingness to contribute to the advancement of team, office and business capabilities

Other duties as required by the position

Qualification

Microsoft OfficeSalesforce.comFinancial services experienceVerbal communicationWritten communicationMulti-taskingProfessional presenceProactivityOrganizational skillsProblem-solvingAttention to detailConfidentiality