Bfsaul1mo ago

USD 80000–95000/yr

Client Service Officer

BethesdaFull Timemid

OtherClient Service Officer

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

Company Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions.

Technical Tools

OtherClient Service Officer

Company Overview:

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 delivering high quality administrative and operational support for custody relationships with Outside Investment Advisors and their high-net-worth clients. This role serves as the primary service contact and ensures the accurate execution of account administration, asset custody, and transaction processing.

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!

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

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

Ethics/Integrity: 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.

Teamwork: Demonstrates a commitment to collaboration, mutual respect, and shared responsibility in achieving common goals.

Serves as the primary administrative contact for outside investment advisors and their clients, providing responsive, professional and proactive services.

Develop strong working relationships with advisors and anticipate service needs to support long-term client satisfaction and retention.

Handle service requests in a timely manner with professionalism, discretion, and accuracy.

Authenticate, review, and approve transaction requests including cash movements, securities transfers, and other account activity in accordance with firm policies and procedures.

Provide an exceptional onboarding experience for new custody relationships by guiding advisors and clients through account opening requirements.

Utilize internal systems to monitor, review, and address account alerts in a timely manner as well as electronically maintain all client documentation.

Ensure all activities are conducted in full compliance with regulatory, legal, and fiduciary requirements.

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

Lead or contribute to projects focused on enhancing client service quality, operational efficiency, and overall process improvement.

Collaborate with attorneys, accountants and other professional advisors when necessary to support client’s needs.

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.

Excellent verbal and written communication abilities

High level of professionalism, discretion and integrity with meticulous attention to detail and accuracy

Strong organizational, time management and analytical skills

Client-centric mindset with a proactive, problem-solving approach

Knowledge of investment account types, products and services

Demonstrated ability to work independently and collaboratively within a team environment

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

Bachelor’s Degree or equivalent work experience

Prior experience in wealth management, financial services or client service roles strongly preferred

Proficiency in Microsoft Office applications

Customer service focus – responds to customer service requests in a timely, professional, and enthusiastic manner; gives high priority to customer satisfaction.

Reliability – Consistently good in quality and performance; ability to be trusted and depended on in one’s job.

Integrity – Upholding generally accepted social and ethical standards in job-related activities and behaviors.