Client Service Associate, Private Wealth (Hybrid)

Glenmede; Beachwood (OH); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health benefits

HSA contributions

Commuter benefits

Generous PTO and parental leave

401k match

Tuition reimbursement

Job summary

Glenmede is seeking a Client Service Associate to support Relationship Managers in day-to-day client contact, account administration, and compliance tasks. The role involves handling client communications, processing routine requests, and coordinating meetings with clients and professionals.

The position operates in a hybrid environment, with work in Cleveland, OH three days per week, and offers opportunities for growth within private wealth and related services.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 0-4 years of experience in financial services preferred.
• Excellent interpersonal and communication skills with clients and colleagues.

Responsibilities

• Support Relationship Managers in the administration of trust, investment and retirement accounts.
• Monitor and review daily reports for accuracy and follow-up.
• Assist with account opening and asset transfers.
• Be a power-user of client support technology systems, including CRM and system of record for client transactions.
• Manage incoming and outgoing client communications and document retention.
• Coordinate client meetings and travel arrangements.
• Prepare client meeting materials and assist in presentation preparation with other departments.

Skills

Interpersonal skills

Microsoft Office

Written and verbal communication

Client service mindset

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce.com

Office productivity tools

Job description

Glenmede is seeking a Client Service Associate to support Relationship Managers in day-to-day client contact, account administration, and compliance tasks. The role involves handling client communications, processing routine requests, and coordinating meetings with clients and professionals.

The position operates in a hybrid environment, with work in Cleveland, OH three days per week, and offers opportunities for growth within private wealth and related services.