Account Opening Specialist

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.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.


This position will operate in a hybrid work environment, 1 day per week in the office ( Philadelphia, PA ).

OVERVIEW:

The Account Opening Specialist is a member of Glenmede's Onboarding team and plays a critical role in delivering a seamless, compliant, and high-quality experience as new and existing clients transition their accounts with the firm.

This role serves as the primary owner of the account opening lifecycle and partners closely with Relationship Managers, Fiduciary, Compliance, Risk, and Operations to ensure that new accounts are established accurately, efficiently, and in accordance with regulatory and firm requirements.

The Client Onboarding Specialist acts as a trusted process expert and problem-solver, balancing client experience, advisor needs, and risk management while driving each onboarding case forward with urgency and accountability.

RESPONSIBILTIES:

Client & Advisor Experience

• Serve as the primary point of contact for Relationship Managers and internal partners throughout the onboarding process.
• Guide new clients and advisors through onboarding requirements with clarity, professionalism, and responsiveness.
• Ensure onboarding reflects Glenmede's commitment to a personalized, high-touch client experience.

End-to-End Onboarding Ownership

• Own a pipeline of onboarding cases simultaneously, managing priorities, timelines, and dependencies.
• Drive onboarding cases from intake through completion, proactively identifying and resolving issues that could delay account opening.
• Maintain accountability for timely progression and high-quality execution.

Documentation & Risk Readiness

• Prepare and review new account opening documentation to ensure accuracy, completeness, and consistency with client intent.
• Validate account structures, titling, tax considerations, situs, and affiliations.
• Partner with Compliance, Fiduciary, and Operations teams to confirm onboarding requirements are met prior to account opening.

Cross-Functional Collaboration

• Work closely with Relationship Management, Fiduciary, Compliance, Operations, and Technology teams to coordinate onboarding activities.
• Act as a subject matter expert on onboarding processes, requirements, and best practices.

Process Excellence & Continuous Improvement

• Identify opportunities to improve onboarding workflows, documentation quality, and cycle time.
• Contribute to the enhancement of onboarding tools, templates, and reporting.
• Participate in onboarding-related initiatives that strengthen consistency, scalability, and risk management.

REQUIRED QUALIFICATIONS:

• Bachelor's degree or equivalent experience required.
• Minimum 3 years' experience in client service, account opening, or a related role within financial services.
• Familiarity and understanding of trusts and other legal entity structures.

PREFERRED QUALIFICATIONS:

• Demonstrated agility with technology. Working knowledge of Microsoft Office with strong proficiency in Excel. Experience with Salesforce preferred.
• Detail-oriented with client service experience.
• Experience working with high net worth clients and/or supporting a luxury brand experience.
• Demonstrated aptitude for problem solving and process improvement.
• Team player with the ability to organize work, prioritize appropriately, work well under pressure, and multi-task.
• Experience or desire to work in a financial services environment.
• Professional demeanor and ability to communicate clearly, both orally and in writing, with individuals across the organization. Ability to deal discreetly with confidential information.
• Strong relationship building skills.

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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