Client Service Associate, Wealth Advisory
Glenmede
- Location
- Philadelphia, Pennsylvania, United States
- Job type
- Full-time
Required skills
- Microsoft Office
- Salesforce.com
About the role
Bachelor's degree or equivalent experience required; 0-4 years financial services experience preferred; proficiency in Microsoft Office and Salesforce.com desirable; strong interpersonal, communication, and organizational skills.
About Glenmede
Privately owned boutique wealth and investment management firm serving individuals, families, and institutions.
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