Client Services Team Assistant
B.F. Saul CompanyBethesda, Maryland, United States
Posted March 6, 2026
55000 - 70000 USD
Full Time
About the 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.
Job Description
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 company is seeking a highly motivated and detail-oriented Client Services Team Assistant to join their team.
Requirements
- 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
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
