Client Service Officer

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. 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.

Requirements

• Deliver high quality administrative and operational support for custody relationships with Outside Investment Advisors and their high-net-worth clients.
• Serve 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.

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