Glenmede

Client Services Representative

• Provide proactive administrative and analytical support to the DC office, the Regional Director, and other office professionals
• 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
• 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
• Manage the daily schedule and prepare client meeting materials
• Assist with the preparation of presentation materials for meetings in collaboration with relationship teams
• 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.

Client Service Associate

Business Analyst

• The Business Analyst serves as a liaison between the business and technical teams, driving process improvements, and supporting high-value stakeholders
• This role will be responsible for requirement gathering, data integration, and project governance for our investment management platforms
• Collaborate with stakeholders across multiple business lines to ensure reporting and investment application needs are met
• Align technology with business priorities to deliver effective solutions
• Drive process efficiency and maintain high data quality
• Play a key role in integrating systems such as Charles River and other Glenmede applications
• Responsibilities include testing, post-implementation support, and training
• Partner with business and technology teams to document process enhancements and alignment with Glenmede’s Project Management, Data Governance, and Change Management standards
• Proactively identify and manage risks, issues, and dependencies to minimize impact
• Deliver high quality user support by providing clear communication, timely issue resolution, and consistent follow through
• Maintain a disciplined, metrics driven approach by leveraging KPIs to monitor service performance, identify trends, and highlight opportunities for operational improvement
• Actively contribute to department and firm-wide initiatives aimed at expanding capabilities, solving unmet business needs, enhancing client experience, and improving operational efficiency
• Support team and business development efforts as needed
• Oversee end‑to‑end ownership of assigned applications, including contract and vendor management, adherence to terms and SLAs, coordination of release cycles, structured testing, and ensuring ongoing operational stability and compliance.

Business Analyst, Investment Systems

Account Manager

• Serve as Relationship Manager on designated client relationships, being accountable for coordinating investments, financial planning, administration and other wealth management advice and solutions
• Adopt a ‘leader among peers’ management approach in fulfilling Relationship Management responsibilities, and coordinate with external advisors as appropriate
• Work closely with other professionals on the team to ensure that clients benefit from our best thinking across relevant wealth management practice areas
• Identify financial and non-financial considerations to integrate into the overall investment plan
• Develop, implement and proactively communicate and manage investment plans on behalf of clients, consistent with Glenmede’s best thinking and practices
• Formulate client investment objectives, create Investment Policy Statements, develop and implement an asset allocation that enables the client to achieve stated objectives, and monitor overall portfolio construction to ensure alignment with client’s wealth objectives
• Prepare and maintain client information in accordance with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms
• Become proficient with Glenmede’s investment solutions, including Separately Managed Accounts, Private Equity, hedge funds and other specialized strategies
• Participate in Investment Policy Committee meetings, Manager Research meetings, and other venues to maintain investment knowledge and contribute to firm thinking
• Participate in new business development process, attend Glenmede-sponsored events, cultivate COI’s, and partner with Business Development Officers to create, present and execute investment proposals tailored to meet client objectives
• 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.

Relationship Manager, Portfolio Management

• 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 matters and undertake research or take needed action to resolve.
• 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.

Client Service Associate

Business Analyst, Investment Systems

Relationship Manager, Portfolio Management

Client Service Associate, Wealth Advisory