Client Service Associate
$55k/y-$70k/y
Chevy Chase Trust2 days ago
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OnsiteFull-timeEntry
Summary
Chevy Chase Trust is seeking a Client Service Associate to join their team in Bethesda, MD. The role is essential for ensuring exceptional service delivery to clients by supporting day-to-day account operations and administrative functions.
About the Role
As a Client Service Associate, you will deliver exceptional service by communicating clearly with clients and internal team members, responding promptly to requests, preparing and processing cash contributions, handling client calls, monitoring daily cash positions, facilitating stock transfers, processing retirement distributions, and maintaining organized electronic account files. You will also support special projects and perform various administrative tasks in a fast-paced environment.
About You
Required:
- 1-2 years of experience in client services.
- Bachelor's Degree or equivalent work experience.
- Meticulous attention to detail and a commitment to accuracy.
- Ability to multitask and manage time effectively in a high-volume setting.
- Strong organizational and follow-through skills.
- Excellent verbal and written communication skills.
- High level of professionalism, discretion, and integrity.
- General knowledge of investment products.
- Proficiency in Microsoft Office.
Preferred:
- Prior experience in wealth management, financial services, or client support roles.
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.
- Monthly Employee Recognition Programs.
- Referral bonus.
- Pre-tax transportation options.
Chevy Chase Trust
Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management. An independent and privately owned investment management firm, Chevy Chase Trust pursues the greatest potential in each client’s wealth by applying our knowledge, experience and creativity to one client portfolio at a time. Our research and financial planning process is designed to deliver effective, diversified portfolios tailored to each client’s needs. We offer clients customized advice with a personal touch. Clients receive direct access to a team of experts including relationship managers, portfolio managers, financial and estate planners and trust professionals.
Bethesda, MD