Client Service Associate, DC Office Support

Glenmede Trust Co•Washington, DC

9h•$65,000 - $80,000•Onsite

About The Position

Empowering Financial Futures. For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. This position will be fully in-person, 5 days per week in the office (Washington DC). OVERVIEW: The purpose of this position is to provide proactive administrative and analytical support to the DC office, the Regional Director, and other office professionals.

Requirements

Bachelor’s degree or equivalent experience required.
Minimum of three years of relevant work experience in a financial services environment is preferred.

Nice To Haves

Excellent verbal and written communication skills.
Proven ability to maintain confidentiality and discretion.
Mastery of Microsoft Office and ability to adapt to IT applications as needed.
Knowledge of Client Relationship Management (CRM) system is required; Salesforce.com is preferred.
Motivated with professional presence.
Able to be proactive and anticipate needs.
Proven organizational, multi-tasking, and problem-solving skills.
Proven ability to work well under pressure.
Accuracy and attention to detail.

Responsibilities

Client and Relationship Manager Support. 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 issues (with guidance from senior officers where appropriate). Serve as direct back-up to other team/office support professionals to provide team-based coverage.
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.
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.
Manage the daily schedule and 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.
Administrative, Analytical, and Office Support.
Manage daily administrative needs and ensure confidentiality of all sensitive information. Manage e-mail and telephone traffic. Organize mail and maintain correspondence. Upload documents into Salesforce and prepare correspondence as needed.
Prepare Vision reports for the Relationship Managers on the team. Prepare expense reports, track petty cash, and submit invoices. Provide project support with PowerPoint presentations, spreadsheets, and other materials. This may involve research and interviews of other staff members for appropriate content.
Ensure the cleanliness and overall appearance of the office including meeting rooms and reception area.
Draft professional written correspondence. Assist business development team with research, mailings, data input, and correspondence.
Partner with Office Services and order supplies. Coordinate with property manager and staff for on-site visits, maintenance, etc. Interface with HelpDesk and Office Services for technology and phone related issues; ensure office has proper equipment.
Firm Building. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position.