Client Service Associate, Wealth Advisory

Glenmede Trust Co•Beachwood, OH

86d•Hybrid

About The Position

The primary function of the Client Service Associate is 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 will operate in a hybrid work environment, 3 days per week in the office (Cleveland, OH). Glenmede is an independent firm with over 65 years of experience in private wealth, endowment & foundation, and investment management. They foster a team-oriented environment that encourages continuous career growth and development, combining the resources of a large firm with the client focus of a boutique. Private Wealth focuses on an integrated approach to wealth management, partnering with clients to personalize solutions for exceptional outcomes. The success of the firm is determined by the success of its clients.

Requirements

Bachelor’s degree or equivalent experience required.
0-4 years of experience in the financial services area, preferably in a fiduciary environment, is preferred.

Nice To Haves

Proficiency with Microsoft Office and electronic tools and systems to fulfill daily responsibilities, including document management, investment reporting, and transaction processing.
Knowledge of Salesforce.com applications is 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.

Responsibilities

Support Relationship Managers in the administration of trust, investment and retirement accounts, including 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.
Act as 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 (with guidance from senior officers where appropriate).
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.