Hybrid Wealth Management Client Service Associate

Glenmede; Philadelphia (Philadelphia County); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health benefits

401k match

Tuition reimbursement

Commuter benefits

Generous paid time off

Job summary

Glenmede is seeking a Client Service Associate to support Relationship Managers in daily client contact, trust and investment account administration, and compliance. The role emphasizes confidentiality, professionalism, and collaboration across internal partners.

Responsibilities include processing transactions, monitoring reports, coordinating client meetings, and preparing materials for meetings with investment and tax teams.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 0-4 years of experience in the financial services area preferred.
• Proficiency with Microsoft Office and Salesforce.com desirable.
• Excellent interpersonal skills with clients by phone and in person.
• Strong communication, organizational and problem-solving abilities.

Responsibilities

• Provide day-to-day client contact and relationship management support for designated Relationship Managers.
• Process daily transactions, transfers, deposits, and routine client information requests.
• Monitor daily reports for accuracy and follow-up actions.
• Coordinate client meetings and travel arrangements; prepare meeting materials.
• Maintain confidentiality and professional interactions with clients and colleagues.

Skills

Interpersonal skills

Verbal & written communication

Organizational skills

Initiative / self-starter

Privacy & confidentiality

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office

Salesforce.com

Job description

Glenmede is seeking a Client Service Associate to support Relationship Managers in daily client contact, trust and investment account administration, and compliance. The role emphasizes confidentiality, professionalism, and collaboration across internal partners.

Responsibilities include processing transactions, monitoring reports, coordinating client meetings, and preparing materials for meetings with investment and tax teams.