Client Service Officer

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.

Position Summary:

The Client Service Officer is responsible for all administrative tasks related to the client relationship and must provide a high level of client service to Investment Management and Personal Trust Clients.

Summary of Competitive Benefits & Perks:

Health/Medical Insurance including Dental and Vision

401(k) with company match

Paid time off

Bonus/Target Incentive

Tuition Reimbursement

Complimentary usage of modern in-house fitness center

On-premise full-service dining center discounts

Discounts via the company’s EAP

Monthly Employee Recognition Programs

Referral bonus

Pre-tax transportation options

Plus more!

Essential Job Functions of the Client Service Officer:

Provide exceptional service through proactive communication with new and existing clients.

Respond quickly to client questions, requests or concerns.

Authenticate and process client transaction requests

Partner closely with the internal client relationship team to ensure seamless, consistent and coordinated client service delivery

Onboard new clients and maintain accurate, up-to-date records for a variety of investment management and fiduciary account types.

Utilize in-house system to review and resolve account alerts in a timely manner.

Ensure compliance with regulatory and legal requirements related to investment and fiduciary accounts.

Collaborate with attorneys, accountants and other professionals to support clients and identify potential business opportunities.

Required Skills and Abilities of the Client Service Officer:

Strong understanding of various account types and security types (E.g. equities, bonds).

Excellent verbal and written communication skills.

Proficiency in Microsoft Office Suite and trust account systems.

High attention to detail with the ability to meet deadlines and manage competing priorities

Demonstrated ability to handle complex situations with sound judgement and professionalism.

Team oriented with a proactive, self-motivated approach.

Comfortable working in a dynamic, fast-paced environment.

Required Education / Experience of the Client Service Officer:

Bachelor’s degree in business, finance, or related field – or equivalent professional experience.

Minimum of five (5) years of experience in a client services role within a wealth management, private banking, or personal trust firm.

Working Conditions/Physical Requirements

This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.

Travel

This position does not require travel.

Core Company Competencies

Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.

Ethics: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.

Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.

$100,000/year to $150,000/yr

The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.

Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

If you are a candidate in need of assistance or an accommodation in the application process, please contact or .

Equal Opportunity Employer/Veterans/Disabled