Client Service Associate, DC Office Support

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.

Private Wealth : Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to helping clients understand how the dimensions of wealth interconnect, see the possibilities in every move and work with a multifaceted strategic plan to reach a defined goal. This is how we go beyond the numbers to create meaningful impact, delivered in a personal, collaborative manner by our team of specialists.

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 Washington DC Office.

RESPONSIBILIITIES :

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. 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. 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.

REQUIRED QUALIFICATIONS :

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

PREFERRED QUALIFICATIONS :

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit

Our Benefits Overview :

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 applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any 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.

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