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.
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!
Core Company Competencies:
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.
Essential Job Functions of the Client Service Officer:
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.
Required Skills and Abilities of the Client Service Officer:
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
Required Education / Experience of the Client Service Officer:
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
Core Job Competencies of the Client Service Officer
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.
Additional Information
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 [email protected] or 301-986-6000.
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