Client Service Officer

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: 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.  This role serves as the primary service contact and ensures the accurate execution of account administration, asset custody, and transaction processing. 

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!

Core Company Competencies:

• Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
• Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
• 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.
• Teamwork: Demonstrates a commitment to collaboration, mutual respect, and shared responsibility in achieving common goals. 

Essential Job Functions of the Client Service Officer:

• Serves 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.
• Provide an exceptional onboarding experience for new custody relationships by guiding advisors and clients through account opening requirements.
• 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.
• Partner closely with the internal custody team members to ensure seamless, consistent, and coordinated client service delivery.
• Lead or contribute to projects focused on enhancing client service quality, operational efficiency, and overall process improvement.
• Collaborate with attorneys, accountants and other professional advisors when necessary to support client’s needs.

 

  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.

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:

• Minimum of five (5) years of experience in a client services role within a wealth manage