Hybrid Wealth Client Services Associate

Glenmede Trust Company; Beachwood (OH); Hybrid; USD 48,000 - 68,000; Full time

Benefits offered by this job

Competitive health benefits

Generous paid time off

401k match

Tuition reimbursement

Commuter benefits

Job summary

Glenmede in Beachwood, OH seeks a Client Service Associate to support Relationship Managers with daily client contact, account administration and compliance.

The role requires strong interpersonal and communication skills, with careful attention to detail, and collaboration across teams. A bachelor’s degree and 0–4 years in financial services are preferred; hybrid work includes three office days in Cleveland, OH.

Qualifications

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

Responsibilities

• Support Relationship Managers in administration of trust, investment and retirement accounts.
• Monitor daily reports for accuracy, action items and follow-up.
• Assist with account opening, asset transfers and special asset management.
• Be a power-user of client support technology systems, including CRM and system of record for client transactions.
• Coordinate client meetings and prepare client materials with other teams.

Skills

Interpersonal skills

Communication skills

Organization skills

Attention to detail

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Salesforce.com

Job description

Glenmede in Beachwood, OH seeks a Client Service Associate to support Relationship Managers with daily client contact, account administration and compliance.

The role requires strong interpersonal and communication skills, with careful attention to detail, and collaboration across teams. A bachelor’s degree and 0–4 years in financial services are preferred; hybrid work includes three office days in Cleveland, OH.