Client Service Associate, Pittsburgh Office Support - Pittsburgh, PA, US

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. ...

Job description

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 require most days in the office, with the potential for occasional remote days (Pittsburgh, PA). 

OVERVIEW: 

The purpose of this position is to provide proactive administrative and analytical support to the Pittsburgh Office, the Regional Director, and other office professionals. 

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 matters and undertake research or take needed action to resolve issues (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 three years of relevant work experience in a financial services environment is preferred.

PREFERRED QUALIFICATIONS: 

• Excellent verbal and written communication skills.
• Proven ability to maintain confidentiality and discretion.
• Mastery of Microsoft Office and ability to adapt to IT applications as needed.
• Knowledge of Client Relationship Management (CRM) system is required; is preferred.
• Motivated with professional presence.
• Able to be proactive and anticipate needs.
• Proven organizational, multi-tasking, and problem-solving skills.
• Proven ability to work well under pressure.
• Accuracy and attention to detail.

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

Our Benefits Overview: 

-Competitive health and welfare benefits, including company HSA contributions

-Numerous voluntary benefit choices available 

-Superior 401k match  

-Tuition reimbursement 

-Company subsidized commuter benefits

-Generous paid time off, including parental leave 

-Plus more

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics.  To learn more about Glenmede's policy on equal employment opportunity, please visit  

** 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. 

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