Current jobs related to Relationship Management Services Associate, Platform Solutions - Philadelphia, Pennsylvania - Glenmede Trust Co
-
Associate Territory Manager
5 days ago
Philadelphia, Pennsylvania, United States ZOLL Cardiac Management Solutions Full timeJob SummaryWe are seeking a highly motivated and results-driven Associate Territory Manager to join our team at ZOLL Cardiac Management Solutions. As a key member of our sales team, you will be responsible for driving sales growth and supporting the development of our cardiac management solutions in the field.Key ResponsibilitiesPersuade physicians and...
-
Relationship Banker
2 weeks ago
Philadelphia, Pennsylvania, United States Bank of America Full timeJob SummaryWe are seeking a highly motivated and results-driven Relationship Banker to join our team at Bank of America. As a key member of our financial services team, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesEngage with...
-
Sales Account Manager
3 weeks ago
Philadelphia, Pennsylvania, United States Motorola Solutions Full timeJob DescriptionJob Summary: We are seeking a highly motivated and experienced Field Sales Account Manager to join our team at Motorola Solutions. As a Field Sales Account Manager, you will be responsible for developing and maintaining relationships with key decision makers and influencers within our account base, including Radio Managers, Agency Directors,...
-
Associate Territory Manager
4 days ago
Philadelphia, Pennsylvania, United States ZOLL Cardiac Management Solutions Full timeJob SummaryWe are seeking a highly motivated and results-driven Associate Territory Manager to join our team at ZOLL Cardiac Management Solutions. As a key member of our sales team, you will be responsible for driving sales growth and supporting the development of our cardiac management solutions in the field.Key ResponsibilitiesPersuade physicians and...
-
Relationship Banker
2 weeks ago
Philadelphia, Pennsylvania, United States Bank of America Full timeAbout the RoleWe are seeking a highly motivated and results-driven Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesEngage with...
-
Relationship Banker
2 weeks ago
Philadelphia, Pennsylvania, United States Bank of America Full timeAbout the RoleAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. As a Relationship Banker, you will play a key role in driving Responsible Growth by delivering exceptional client experiences and building strong relationships with our clients.Key ResponsibilitiesEngage clients in...
-
Sentry Platform Manager
17 hours ago
Philadelphia, Pennsylvania, United States Macquarie Full timeAbout the RoleWe are seeking a highly skilled Sentry Platform Owner to partner with our Macquarie Asset Management business and drive end-to-end solution delivery.Key ResponsibilitiesPartner with multiple business teams to build and mature the Broadridge Sentry platform.Gain a deep understanding of requirements and deliver solutions using best...
-
Sentry Platform Manager
15 hours ago
Philadelphia, Pennsylvania, United States Macquarie Full timeAbout the RoleWe are seeking a highly skilled Sentry Platform Owner to partner with our Macquarie Asset Management business and drive end-to-end solution delivery.As a key member of our team, you will work closely with multiple business teams to build and mature the platform, leveraging your expertise in digitalization, automation, and data adoption.Key...
-
Sentry Platform Manager
6 days ago
Philadelphia, Pennsylvania, United States Macquarie Full timeAbout the RoleWe are seeking a highly motivated and experienced individual to partner with our Macquarie Asset Management business as the Sentry Platform Owner. As a key member of our team, you will be responsible for delivering end-to-end solutions that meet the needs of our business.Key ResponsibilitiesPartner with multiple business teams to build and...
-
Relationship Banker
2 weeks ago
Philadelphia, Pennsylvania, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.We strive to be a diverse and inclusive workplace for...
-
Digital Solutions Manager
4 days ago
Philadelphia, Pennsylvania, United States Jefferson Health Plans Full timeAbout Jefferson Health PlansWe are a leading not-for-profit health maintenance organization dedicated to improving the health and wellness of our members. Our mission is to create a community where everyone belongs, acknowledges, and celebrates diversity and has opportunities to grow to their fullest potential.Job SummaryWe are seeking a talented and...
-
Managed Services Solution Architect
4 days ago
Philadelphia, Pennsylvania, United States Armanino Full timeJob Title: Managed Services Solution ArchitectAt Armanino, we're looking for a seasoned Solution Architect to join our growing Managed Services team. As a key member of our team, you'll be responsible for designing and implementing innovative solutions that drive business growth and customer satisfaction.Key Responsibilities:Develop and implement strategic...
-
Relationship Banker
2 weeks ago
Philadelphia, Pennsylvania, United States Bank of America Full timeJob Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Relationship Banker. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. You will also be...
-
Associate Territory Manager
3 hours ago
Philadelphia, Pennsylvania, United States ZOLL Cardiac Management Solutions Full timeJob SummaryWe are seeking a highly motivated and results-driven Associate Territory Manager to join our team at ZOLL Cardiac Management Solutions. As a key member of our sales team, you will be responsible for driving sales growth and expanding our customer base in the cardiac management market.Key ResponsibilitiesPersuade physicians and engage with support...
-
Sales Associate for Insurance Solutions
3 weeks ago
Philadelphia, Pennsylvania, United States AO Globe Life - Tabitha Full timePosition Overview: Sales Associate for Insurance SolutionsAre you driven by the opportunity to enhance customer experiences and contribute to revenue generation? AO Globe Life - Tabitha is looking for a dedicated sales associate to be part of our remote team. In this position, you will focus on marketing our insurance offerings to potential clients.Key...
-
Sentry Platform Manager
5 days ago
Philadelphia, Pennsylvania, United States Macquarie Bank Full timeAbout the RoleAs a key member of the Macquarie Asset Management team, you will play a critical role in partnering with business teams to build and mature the Broadridge Sentry platform.Key ResponsibilitiesPartner with multiple business teams to drive digitalization, automation, and data adoptionGain a deep understanding of requirements and deliver solutions...
-
Sentry Platform Manager
8 hours ago
Philadelphia, Pennsylvania, United States Macquarie Bank Full timeAbout the RoleAs a key member of the Macquarie Asset Management team, you will play a critical role in partnering with multiple business teams to build and mature the Broadridge Sentry platform.Key ResponsibilitiesPartner with business teams to deliver end-to-end solutions using best practicesGain a deep understanding of requirements and drive...
-
Associate Relationship Banker
4 days ago
Philadelphia, Pennsylvania, United States JPMorganChase Full timeJob SummaryWe are seeking a highly motivated and customer-focused Associate Relationship Banker to join our team at JPMorgan Chase. As a key member of our Branch Banking team, you will play a critical role in delivering exceptional customer experiences and building lasting relationships with our clients.Key ResponsibilitiesEngage with clients to understand...
-
Dealer Relationship Manager
1 week ago
Philadelphia, Pennsylvania, United States Stellantis Financial Services Full timeDealer Relationship ManagerStellantis Financial Services (SFS) is a leading captive finance company for one of the world's top automakers. We're seeking a skilled Dealer Relationship Manager to join our team and contribute to our mission of enhancing customer experience.Key Responsibilities:Manage assigned territory, comprised of Stellantis OEM automobile...
-
Middle Market Relationship Manager
2 weeks ago
Philadelphia, Pennsylvania, United States WSFS Bank Full time{"Job Title": "Middle Market Relationship Manager", "Job Summary": "At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to...
Relationship Management Services Associate, Platform Solutions
3 months ago
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
This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).
BRIEF DESCRIPTION:
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.
** 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.
