Client Service Associate, Wealth Advisory

Glenmede; Beachwood (OH); Hybrid; USD 52,000 - 70,000; Full time

Benefits offered by this job

Health benefits

401k match

Tuition reimbursement

Commuter benefits

Generous PTO

Job summary

Glenmede seeks a Client Service Associate to support Relationship Managers in day-to-day client contact, trust and investment account administration, and compliance. The role involves handling routine client inquiries, preparing meeting materials, and coordinating client meetings within a hybrid Cleveland, OH environment.

Required is a bachelor’s degree or equivalent experience with 0–4 years in financial services.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 0-4 years of experience in financial services preferred.

Responsibilities

• Support Relationship Managers in trust, investment and retirement account administration.
• Monitor daily reports for accuracy and follow-up actions.
• Assist with account opening, asset transfers and terminations.
• Be a power-user of client support technology systems and CRM platform.
• Manage incoming/outgoing client communications and document retention.
• Coordinate client meetings, travel, and related arrangements.

Skills

MS Office

Salesforce.com

Interpersonal skills

Communication skills

Education

Bachelor’s degree or equivalent experience

Tools

CRM systems

Job description

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding, and addressing unique client circumstances. Our team of experts partner with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (Cleveland, OH).

OVERVIEW:

The primary function of the Client Service Associate is to support designated Relationship Managers in day-to-day client contact, relationship management, trust and investment account administration, compliance requirements, and other functions as required to maintain excellent relationships with clients, external professional advisors and internal business partners.

RESPONSIBILITIES:

Account Support and Administration

• 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.

Client and Relationship Manager Support

• 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.

Firm Building

• 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.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree or equivalent experience required.
• 0-4 years of experience in the financial services area, preferable in a fiduciary environment, is preferred.

PREFERRED QUALIFICATIONS:

• Proficiency with Microsoft Office and electronic tools and systems to fulfill daily responsibilities, including document management, investment reporting, and transaction processing. Knowledge of Salesforce.com applications is 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.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com .

Our Benefits Overview:

• 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!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/ .