Client Service Associate

@ B.F. Saul Company
B.F. Saul Companyb.f.saulcompany.com

Client Service Associate

Posted 2 months ago

This job is still taking applications, but it's been up a while.

About the job

Chevy Chase Trust is a private investment firm offering personalized financial advice, asset management, and planning near Washington D.C. We focus on innovative thinking and client success, supporting individuals, families, and institutions with comprehensive services.

Requirements

  • 1-2 years of client services experience
  • Bachelor’s Degree or equivalent
  • Wealth management experience preferred
  • Proficiency in Microsoft Office
  • Strong organizational skills

Qualifications

  • Bachelor's degree required
  • Experience in financial services beneficial
  • Detail-oriented and accurate
  • Professional communication skills
  • Teamwork and independence

Full job description

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

We are 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.

Supervisory Responsibilities This position has no direct supervisory responsibilities.

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 a Client Service Associate:

  • 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.

Required Skills and Abilities of a Client Service Associate:

  • 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 

Required Education / Experience of a Client Service Associate:

  • 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

Working Conditions / Physical Requirements / Travel:

  • This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.
  • 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/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.
  • Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
  • Teamwork: Working with a common goal and contributing to a team development.

Core Job Competencies:

  • 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.
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