What are the responsibilities and job description for the Middle Office Associate position at Glenmede?
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 operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).
OVERVIEW :
The Middle Office / Relationship Management Services Associate is an integral part of the Relationship Management Services (RMS) team. Glenmede's RMS team, a dedicated group in Platform Solutions, provides support to Glenmede's client facing teams in the following areas : client and account record maintenance, process improvement, and specialized reporting and research. Overall, this team applies process expertise and client service skills to fulfill various key functions that reduce risk, support a superior client experience, and increase the efficiency and effectiveness of the Company at large.
The primary function of this position is identifying and executing on opportunities to streamline account maintenance and increase the service offering of RMS to our internal business partners. This includes working across business lines on various projects to meet the changing needs of client teams while maintaining strong performance of core responsibilities. RMS partners with a multitude of key teams within the organization such as Legal and Compliance, Information Technology, Fiduciary Services, Tax, Finance and Operations for routine matters and for company initiatives.
RESPONSIBILITIES :
Processing and Resolutions. Complete and streamline account maintenance requests in a highly organized and detailed manor and in accordance with Glenmede procedures. Identify and implementprocess enhancements, including technology solutions, to increase operational efficiency. Maintain integrity and confidentiality of the various pieces of information that flow into and out of the group.
Project Management : Identify initiatives designed to improve consistencies related to account coding, processing, documentation, and reporting. Pilot and implement innovative ways of automating monthly, quarterly, and annual reporting. Work with Technology to develop and maintain scalable client reporting.
Client Service and Collaboration. Respond to technical issues and general client requests proactively, including researching and updating internal systems and / or records. Interact with client facing teams as well as middle and back-office groups. Develop a command for the various functions, systems, and processes while continuously evaluating opportunities for automation and improvement.
Firm Building. Actively engage in initiatives 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.
REQUIRED QUALIFICATIONS :
- Bachelor's degree or equivalent experience required.
- 1 years of experience in financial services, preferably in a fiduciary environment.
PREFERRED QUALIFICATIONS :
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.
LI-Hybrid
