Hybrid Client Service Associate - Private Wealth

Glenmede; Beachwood (OH); Hybride; USD 52 000 - 70 000; Plein temps

Avantages offerts par ce poste

Health benefits

401k match

Tuition reimbursement

Commuter benefits

Generous PTO

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

MS Office

Salesforce.com

Interpersonal skills

Communication skills

Formation

Bachelor’s degree or equivalent experience

Outils

CRM systems

Description du poste

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.