Chevy Chase Trust
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Assistant Vice President, Talent Acquisition at B. F. Saul Company
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 experienced and professional Client Service Officer to play a key role in providing outstanding client service to high-net-worth clients while supporting the relationship management team in delivering comprehensive wealth management solutions. The position is responsible for managing the day-to-day client service administrative functions, handling complex service requests, and ensuring full compliance with internal policies and regulatory requirements. As the primary point of contact for all client administrative needs, this role builds and maintains trusted relationships by providing timely, accurate, and personalized service. The ideal candidate will have a deep understanding of wealth management services, trust account administration, and client onboarding procedures. Summary of Competitive Benefits & Perks: Health/Medical Insurance including Dental and Vision 401(k) with company match Paid time off Tuition Reimbursement Complimentary usage of modern in-house fitness center Discounts via the company’s EAP Monthly Employee Recognition Programs Referral bonus Pre-tax transportation options Essential Job Functions of the Client Service Officer: Provide exceptional service through proactive communication with new and existing clients. Respond quickly to client questions, requests or concerns. Authenticate and process client transaction requests Partner closely with the internal client relationship team to ensure seamless, consistent and coordinated client service delivery Onboard new clients and maintain accurate, up-to-date records for a variety of investment management and fiduciary account types. Utilize in-house system to review and resolve account alerts in a timely manner. Ensure compliance with regulatory and legal requirements related to investment and fiduciary accounts. Collaborate with attorneys, accountants and other professionals to support clients and identify potential business opportunities. Serve as the primary administrative contact for clients and deliver exceptional service by developing strong relationships, communicating effectively and anticipating client needs. Handle service requests in a timely manner with professionalism, discretion, and accuracy. Partner closely with the internal client relationship team to ensure seamless, consistent, and coordinated client service delivery. Authenticate, review for accuracy and approve transaction requests in accordance with firm policies and procedures. Provide an exceptional onboarding experience for new clients through effective communication throughout the process and attention to detail ensuring compliance with regulatory requirements across a range of investment management and fiduciary account types. 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. Lead or contribute to projects focused on enhancing client service quality, operational efficiency, and overall process improvement Collaborate with attorneys, accountants and other professionals to support clients and identify potential business opportunities. Provide guidance, mentorship and support to junior staff, fostering a collaborative and high-performance team environment 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: 5+ years of experience in wealth management or fiduciary services 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 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. Travel 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 : 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. $85,000/year to $150,000/yr 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
corporate.resumes@bfsaul.com
or 301-986-6000. Equal Opportunity Employer/Veterans/Disabled Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Business Development, Sales, and Administrative Referrals increase your chances of interviewing at Chevy Chase Trust by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Tuition assistance Disability insurance Paid maternity leave Paid paternity leave Get notified about new Client Services Officer jobs in
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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 experienced and professional Client Service Officer to play a key role in providing outstanding client service to high-net-worth clients while supporting the relationship management team in delivering comprehensive wealth management solutions. The position is responsible for managing the day-to-day client service administrative functions, handling complex service requests, and ensuring full compliance with internal policies and regulatory requirements. As the primary point of contact for all client administrative needs, this role builds and maintains trusted relationships by providing timely, accurate, and personalized service. The ideal candidate will have a deep understanding of wealth management services, trust account administration, and client onboarding procedures. Summary of Competitive Benefits & Perks: Health/Medical Insurance including Dental and Vision 401(k) with company match Paid time off Tuition Reimbursement Complimentary usage of modern in-house fitness center Discounts via the company’s EAP Monthly Employee Recognition Programs Referral bonus Pre-tax transportation options Essential Job Functions of the Client Service Officer: Provide exceptional service through proactive communication with new and existing clients. Respond quickly to client questions, requests or concerns. Authenticate and process client transaction requests Partner closely with the internal client relationship team to ensure seamless, consistent and coordinated client service delivery Onboard new clients and maintain accurate, up-to-date records for a variety of investment management and fiduciary account types. Utilize in-house system to review and resolve account alerts in a timely manner. Ensure compliance with regulatory and legal requirements related to investment and fiduciary accounts. Collaborate with attorneys, accountants and other professionals to support clients and identify potential business opportunities. Serve as the primary administrative contact for clients and deliver exceptional service by developing strong relationships, communicating effectively and anticipating client needs. Handle service requests in a timely manner with professionalism, discretion, and accuracy. Partner closely with the internal client relationship team to ensure seamless, consistent, and coordinated client service delivery. Authenticate, review for accuracy and approve transaction requests in accordance with firm policies and procedures. Provide an exceptional onboarding experience for new clients through effective communication throughout the process and attention to detail ensuring compliance with regulatory requirements across a range of investment management and fiduciary account types. 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. Lead or contribute to projects focused on enhancing client service quality, operational efficiency, and overall process improvement Collaborate with attorneys, accountants and other professionals to support clients and identify potential business opportunities. Provide guidance, mentorship and support to junior staff, fostering a collaborative and high-performance team environment 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: 5+ years of experience in wealth management or fiduciary services 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 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. Travel 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 : 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. $85,000/year to $150,000/yr 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
corporate.resumes@bfsaul.com
or 301-986-6000. Equal Opportunity Employer/Veterans/Disabled Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Business Development, Sales, and Administrative Referrals increase your chances of interviewing at Chevy Chase Trust by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Tuition assistance Disability insurance Paid maternity leave Paid paternity leave Get notified about new Client Services Officer jobs in
Bethesda, MD . Bethesda, MD $58,400.00-$80,300.00 16 hours ago Arlington, VA $50,000.00-$80,000.00 11 hours ago Bethesda, MD $85,000.00-$150,000.00 1 month ago Washington, DC $47,000.00-$67,000.00 1 week ago Tysons Corner, VA $50,000.00-$80,000.00 11 hours ago Tenant Services Coordinator (Commercial Office)
Columbia, MD $56,000.00-$69,000.00 1 month ago Resident Support Specialist at 1221 Van - $2500 Retention Bonus!
District of Columbia, United States $19.50-$24.00 1 month ago Washington, DC $18,432.00-$27,648.00 1 day ago Washington, DC $95,100.00-$130,800.00 1 day ago Transaction Processing Assistant, Junior (PRN)
Customer Service Call Center Offering/GTM lead
Governance and Committee Nominations Associate (Nonprofit, Temporary Urgent Need!)
District of Columbia, United States $21.00-$24.00 1 week ago Customer Service Call Center Offering/GTM lead
Customer Onboarding Specialist (DC/Northern Virginia)
Arlington, VA $90,000.00-$115,000.00 6 days ago Maryland, United States $95,100.00-$130,800.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr