Wealth Client Services Associate (Hybrid)

Glenmede Trust Company; Philadelphia (Philadelphia County); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401k

Paid time off

Job summary

Glenmede Trust Company in Philadelphia, PA, seeks a Client Service Associate to support designated Relationship Managers in daily client contact, relationship management, trust and investment account administration, compliance, and related functions to maintain excellent client relationships and internal partnerships.

The role operates in a hybrid work environment, three days per week in the office (Philadelphia, PA).

Qualifications

• Bachelor’s degree or equivalent experience required.
• 0-4 years of experience in the financial services area, preferably in a fiduciary environment.
• Proficiency in Microsoft Office and electronic tools and systems; Salesforce.com applications desirable.

Responsibilities

• Support Relationship Managers in the administration of trust, investment and retirement accounts; daily transaction processing, transfers, cash and check requests, gifts, deposits, and client information updates.
• Monitor and review daily reports for accuracy, action items, resolution and follow-up.
• Assist with account opening, asset transfers, account terminations and special asset management.
• Be a power-user of client support technology systems, including the CRM and system of record for client transactions.
• Manage incoming and outgoing client communications, including preparing correspondence and managing document retention.
• Act as initial point of contact for client inquiries and team communications.
• Independently handle routine to moderately complex client matters and undertake research to resolve.
• Coordinate client meetings, scheduling, travel, and related activities.
• Assist in reception of client guests and answer office phones as needed.
• Communicate with clients professionally and maintain confidentiality.
• Prepare client meeting materials and collaborate with teams to prepare presentations; coordinate with other departments to meet deadlines.
• Assist in completing expense reports and related requirements.

Skills

Interpersonal skills

Verbal communication

Written communication

Organizational skills

Problem-solving

Initiative

Confidentiality

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office

Salesforce.com

Job description

Glenmede Trust Company in Philadelphia, PA, seeks a Client Service Associate to support designated Relationship Managers in daily client contact, relationship management, trust and investment account administration, compliance, and related functions to maintain excellent client relationships and internal partnerships.

The role operates in a hybrid work environment, three days per week in the office (Philadelphia, PA).