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Client Service Associate, Wealth Advisory
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Full-time
- Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms.
- The company oversees $41.6 billion of assets under management (as of 9/30/2023), for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients.
- 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.
- Be a power-user of client support technology systems, including the client relationship management system and the system of record for client transactions.
- Client and Relationship Manager Support: Act as an initial point of contact for client inquiries and team communications.
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