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 $44.2 billion of assets under management (as of 12/31/2023), for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in Delaware, Florida, New Jersey, New York, Ohio, Pittsburgh and Washington, DC. For further information, please visit
http://www.glenmede.com.This position will operate in a hybrid work environment, 3 days per week in the office
(Philadelphia, PA).
OVERVIEW:
The 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 implement
process 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.
- Two to four years of experience in financial services, preferably in a fiduciary environment.
PREFERRED QUALIFICATIONS:
- Understanding of trust administration and investment activities preferred.
- Demonstrated aptitude for continual process improvement.
- Strong proficiency with Excel and working knowledge of full Microsoft Office suite.
- Understanding of Salesforce and Global Plus preferred.
- Ability to organize work and prioritize appropriately, coordinate with other members of the team, work well under pressure, and multi-task.
- Professional demeanor and ability to communicate clearly, both orally and in writing.
- Organizational and problem-solving skills with exceptional attention to detail and quality control.
- Ability to deal discreetly with confidential information.
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.
https://www.glenmede.com/equal-opportunity-employer/** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
