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Glenmede · 17 hours ago

Client Service Associate, Wealth Advisory

Philadelphia, PA

Full-time

Hybrid

Entry Level

2+ years exp

Glenmede is a trusted partner for private wealth, endowment & foundation, and investment management clients. The Client Service Associate will support Relationship Managers in client contact, relationship management, and account administration to maintain excellent relationships with clients and internal partners.

ConsultingFinancial ServicesInsurance

Growth Opportunities

Responsibilities

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

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

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

Qualification

Financial services experienceClient relationship managementMicrosoft Office proficiencySalesforce.com knowledgeClient privacy understandingInterpersonal skillsVerbal communication skillsWritten communication skillsOrganizational skillsProblem-solving skillsAttention to detailInitiative

Required

Bachelor's degree or equivalent experience required

A minimum of two years of experience in the financial services area, preferably in a fiduciary environment, is preferred

Preferred

Proficiency in 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