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Client Service Associate
Glenmede
Beachwood, OH, United States
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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.
RESPONSIBILITIES:
1. Account Support and Administration: 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.
2. 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 (internal and/or external clients) 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.
3. Firm-building: 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.
QUALIFICATIONS:
1. Bachelor’s degree or equivalent experience preferred.
2. Minimum of two years of experience in financial services area, preferably in a fiduciary environment.
3. 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 desirable.
4. Excellent interpersonal skills with a demonstrated ability to effectively interact with clients by phone and in person.
5. Proven ability to interact effectively with other professionals on a daily basis.
6. Excellent verbal and written communication skills/pleasant telephone manner.
7. Proven competence in organizational and problem solving skills, ability to work well under pressure, and consistent accuracy and attention to detail.
8. Self-starter with a great deal of initiative.
9. Full understanding of client privacy and confidentiality.
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Glenmede are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history (including pregnancy) or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics.