Client Service Associate

B.F. Saul Company • Bethesda, MD

72d • $55,000 - $70,000

About The Position

Chevy Chase Trust is seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by supporting day-to-day account operations and administrative functions. The ideal candidate is organized, completes administrative duties accurately and thrives in a fast-paced environment where multitasking and prioritizing competing demands are key to success.

Requirements

• 1-2 years of experience in client services.
• Bachelor’s Degree or equivalent work experience.
• Prior experience in wealth management, financial services or client support roles strongly preferred.
• Meticulous attention to detail and a commitment to accuracy in all tasks.
• Ability to multitask, prioritize, and manage time effectively in a high-volume, fast paced setting.
• Strong organizational and follow-through skills.
• Excellent verbal and written communication skills.
• High level of professionalism, discretion and integrity.
• Client-centric mindset with a proactive, problem-solving attitude.
• General knowledge of investment products.
• Comfortable with technology and systems; proficiency in Microsoft Office required.
• Demonstrated ability to work independently and collaboratively within a team environment.

Responsibilities

• Deliver exceptional service by communicating clearly and effectively with clients and internal team members.
• Respond promptly to requests and inquiries, resolving issues with a client-first approach.
• Prepare and process cash contributions and distributions upon receipt of appropriate documentation, ensuring compliance and attention to detail.
• Handle client calls and assist in resolving routine questions, transactions and service requests with professionalism and precision.
• Monitor daily cash positions and account activity; work closely with the team to resolve overdrafts and reconcile discrepancies.
• Facilitate stock transfers related to gifting transactions and ensure timely and accurate execution.
• Process retirement distributions in accordance with firm policies, procedures and regulatory guidelines.
• Utilize internal CRM platform and trust accounting system to complete administrative services including account maintenance, report generation and document management.
• Maintain organized and accurate electronic account files including trust account documentation and correspondence to ensure consistency and compliance with policies.
• Support special projects and complete assignments with minimal supervision and high attention to detail.
• Perform various administrative and operational tasks in a deadline-driven environment while maintaining a high level of accuracy and quality.

Benefits

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees