Glenmede

Client Service Associate, Wealth Advisory

Glenmede

full-time

Posted on:

Location Type: Hybrid

Location: Philadelphia • Pennsylvania • United States

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Tech Stack

SFDC

About the role

  • 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.

Requirements

  • 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.
  • 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.
Benefits
  • Competitive health and welfare benefits, including company HSA contributions
  • Numerous voluntary benefit choices available
  • Superior 401k match
  • Tuition reimbursement
  • Company subsidized commuter benefits
  • Generous paid time off, including parental leave
  • Plus more!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
transaction processingsecurities transferscash requestscheck requestsclient information managementasset managementexpense reportingdocument managementinvestment reportingproblem-solving
Soft skills
interpersonal skillscommunication skillsorganizational skillsattention to detailinitiativeconfidentialityteam collaborationclient interactionprofessionalismtime management
Certifications
Bachelor's degree