Private Wealth Client Services Associate (Hybrid)

Glenmede; Philadelphia (Philadelphia County); Hybrid; USD 40,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401k match

Tuition reimbursement

Commuter benefits

Generous paid time off

Job summary

Glenmede in Philadelphia, PA, is seeking a Client Service Associate 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.

This position operates in a hybrid work environment, with 3 days per week in the office (Philadelphia, PA).

Qualifications

• Bachelor’s degree or equivalent experience is required.
• 0-4 years of experience in financial services preferred.
• Proficiency in Microsoft Office; knowledge of Salesforce.com desirable.

Responsibilities

• Assist 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, asset transfers, and terminations.
• Be a power-user of client support technology systems and maintain client communications.
• Prepare client meeting materials and coordinate with teams to meet deadlines.

Skills

Interpersonal skills

Verbal communication

Written communication

Organizational skills

Detail orientation

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce.com

Microsoft Office

Job description

Glenmede in Philadelphia, PA, is seeking a Client Service Associate 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.

This position operates in a hybrid work environment, with 3 days per week in the office (Philadelphia, PA).