Hybrid Client Service Associate, Wealth Advisory

at Glenmede

• Job title: Client Service Associate, Wealth Advisory
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Tech skills: SFDC
• Location requirements: Hybrid, Philadelphia, United States

About the role

• Client Service Associate supporting Relationship Managers in Wealth Advisory. Administration of trust, investment, and retirement accounts with a focus on client relationships.

Responsibilities

• Support Relationship Managers in the administration of trust, investment and retirement accounts.
• Duties may include daily transaction processing, securities transfers, cash and check requests, gifts, deposits, routine client information requests and updating client information.
• Monitor and review daily reports for accuracy, action items, resolution, and follow-up.
• Assist with account opening, asset transfer, account terminations, and special asset management.
• Be a power-user of client support technology systems, including the client relationship management system and the system of record for client transactions.
• Manage incoming and outgoing client communications, including preparing correspondence and managing document retention.
• Act as an initial point of contact for client inquiries and team communications.
• Independently handle certain routine to moderately complex client matters and undertake research or take needed action to resolve.
• Serve as direct back-up to other team/office support professionals to provide team-based coverage.
• Coordinate client meetings, including scheduling, dining arrangements, travel, security, and other related activities.
• Assist in the reception of client guests, and answer office phones as needed.
• Communicate with clients in a professional and pleasant manner; maintain confidentiality and discretion in all client and professional interactions; and keep appropriate parties informed.
• Prepare client meeting materials; assist with the preparation of presentation materials for meetings in collaboration with relationship teams, and coordinate with investment, tax or other departments to ensure deadlines are met.
• Assist in the completion of expense reports and other related requirements for professionals.
• Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices.
• Participate in special projects and identify process improvements.
• Carry out other duties and responsibilities as assigned and carry out all responsibilities in compliance with company policies, procedures and practices.

Requirements

• Bachelor’s degree or equivalent experience required
• A minimum of two years of experience in the financial services area, preferably in a fiduciary environment, is preferred.
• Proficiency in Microsoft Office and electronic tools and systems to fulfill daily responsibilities, including document management, investment reporting, and transaction processing.
• Knowledge of Salesforce.com applications desirable.
• Excellent interpersonal skills with a demonstrated ability to effectively interact with clients by phone and in person.
• Proven ability to interact effectively with other professionals on a daily basis.
• Excellent verbal and written communication skills/pleasant telephone manner.
• Proven competence in organizational and problem-solving skills, ability to work well under pressure, and consistent accuracy and attention to detail.
• Self-starter with a great deal of initiative.
• Full understanding of client privacy and confidentiality.

Benefits

• Competitive health and welfare benefits, including company HSA contributions
• Numerous voluntary benefit choices available
• Superior 401k match
• Tuition reimbursement
• Company subsidized commuter benefits
• Generous paid time off, including parental leave
• Plus more!