Talent.com
Client Service Associate
Client Service AssociateB. F. Saul Company • Bethesda, Maryland, United States, 20814
Client Service Associate

Client Service Associate

B. F. Saul Company • Bethesda, Maryland, United States, 20814
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Client Service Associate

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 wayswith a singular focus.

Position Summary

We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by supporting day-to-day account operations and administrative functions. The ideal candidate is organized, completes administrative duties accurately and thrives in a fast-paced environment where multitasking and prioritizing competing demands are key to success.

Supervisory Responsibilities This position has no direct supervisory responsibilities.

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 companys EAP
  • Monthly Employee Recognition Programs
  • Referral bonus
  • Pre-tax transportation options
  • Plus more!

Essential Job Functions of a Client Service Associate :

  • 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
  • Handle client calls and assist in resolving routine questions, transactions and service requests with professionalism and precision.
  • Monitor daily cash positions and account activity; work closely with the team to resolve overdrafts and reconcile discrepancies
  • Facilitate stock transfers related to gifting transactions and ensure timely and accurate execution
  • Process retirement distributions in accordance with firm policies, procedures and regulatory guidelines
  • Utilize internal CRM platform and trust accounting system to complete administrative services including account maintenance, report generation and document management
  • Maintain organized and accurate electronic account files including trust account documentation and correspondence to ensure consistency and compliance with policies
  • Support special projects and complete assignments with minimal supervision and high attention to detail
  • Perform various administrative and operational tasks in a deadline-driven environment while maintaining a high level of accuracy and quality.

    • Required Skills and Abilities of a Client Service Associate :

  • Meticulous attention to detail and a commitment to accuracy in all tasks
  • Ability to multitask, prioritize, and manage time effectively in a high-volume, fast paced setting
  • Strong organizational and follow-through skills
  • Excellent verbal and written communication skills
  • High level of professionalism, discretion and integrity
  • Client-centric mindset with a proactive, problem-solving attitude
  • General knowledge of investment products
  • Comfortable with technology and systems; proficiency in Microsoft Office required
  • Demonstrated ability to work independently and collaboratively within a team environment

    • Required Education / Experience of a Client Service Associate :

  • 1-2 years of experience in client services
  • Bachelors Degree or equivalent work experience
  • Prior experience in wealth management, financial services or client support roles strongly preferred

    • Working Conditions / Physical Requirements / Travel :

  • This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.
  • 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 / 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.
  • Results : Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
  • Teamwork : Working with a common goal and contributing to a team development.

    • Core Job Competencies :

  • Customer service focus responds to customer service requests in a timely, professional, and enthusiastic manner; gives high priority to customer satisfaction.
  • Reliability Consistently good in quality and performance; ability to be trusted and depended on in ones job
  • Integrity Upholding generally accepted social and ethical standards in job-related activities and behaviors.

    • 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

    $55,000 - $70,000 a year

    Compensation details : 55000-70000 Yearly Salary

    PIcb2b67590278-30511-38811848

    [job_alerts.create_a_job]

    Client Service Associate • Bethesda, Maryland, United States, 20814

    [internal_linking.similar_jobs]
    Brokerage Registered Client Service Associate Rockville, Maryland

    Brokerage Registered Client Service Associate Rockville, Maryland

    Truist Bank • Rockville, Maryland, USA
    [job_card.full_time] +2
    The position is described below.If you want to apply click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application youll be invited to create ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Representative I

    Client Service Representative I

    Canon USA • Washington, DC, US
    [job_card.full_time]
    Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Main responsibilities include : promptly informing supervisor of...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Executive

    Client Executive

    Signers National • Washington, DC, US
    [job_card.full_time]
    Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Account Associate Client Services

    Account Associate Client Services

    DCI Group • Washington, DC, US
    [job_card.full_time]
    Partnering with our clients, DCI provides strategic counsel and designs winning public affairs and communications campaigns around the world. Our creative solutions advance the business priorities o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate - Institutional

    Client Service Associate - Institutional

    Fiducient Advisors • Washington, DC, United States
    [job_card.full_time]
    Client Service Associate - Institutional.Client Service Associate - Institutional.This range is provided by Fiducient Advisors. Your actual pay will be based on your skills and experience — talk wit...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Success Associate

    Client Success Associate

    Mintz Group LLC • Washington, DC, US
    [job_card.full_time]
    At Mintz Group, we specialize in uncovering the truth.For over 30 years, we have provided top-tier investigative services to help our clients make informed decisions, mitigate risks, and seize oppo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Opportunities - Submit your Resume with P3Hired

    Client Services Opportunities - Submit your Resume with P3Hired

    P3Hired • Arlington, VA, US
    [job_card.full_time]
    P3Hired is always interested in connecting with professionals who excel in client services.If you’re passionate about building strong relationships and delivering exceptional experiences, we ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Specialist

    Client Service Specialist

    Renova One • Hyattsville, MD, US
    [job_card.full_time]
    We are not working with external recruiters or search firms for this position - please do not reach out.Renova One unites 11 trusted companies under one brand, delivering seamless renovation and re...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Associate

    Client Service Associate

    International Search Consultants • Washington, DC, US
    [job_card.full_time]
    Client Service Associate — Washington, DC (Hybrid : Two Days in Office).ISC’s team of Financial Services Recruiters is partnering with a . This is an established, independent firm se...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate

    Client Service Associate

    B.F. Saul Company • Bethesda, MD, US
    [job_card.full_time]
    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 outs...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Associate

    Client Services Associate

    TradeJobsWorkforce • 22227 Arlington, VA, US
    [job_card.full_time]
    As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Relations Associate

    Client Relations Associate

    DreamCrafters Management • Columbia, MD, US
    [job_card.full_time]
    Dreamcrafters Management Client Relations Associate.Here at Dreamcrafters Management, we pride ourselves on our ability to build lasting client relationships based on trust, transparency, and excep...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate

    Client Service Associate

    BeloForm Craft • Washington, DC, US
    [job_card.full_time]
    Beloform is a forward-thinking organization dedicated to delivering high-quality project solutions with precision, innovation, and a strong focus on partnership. Our team is driven by excellence, in...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Fintech Associate

    Fintech Associate

    5 Legal • Washington, DC, US
    [job_card.full_time]
    One of Fortune’s Best Places to Work and top 50 AmLaw firm, is seeking associates to join their Technology Transactions, and Privacy practice in their New York, Chicago, Seattle, Washington D...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Customer Care Associate

    Remote Customer Care Associate

    TurboTax • Alexandria, Virginia
    [filters.remote]
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Services Associate

    Client Services Associate

    LHH US • Washington, DC, US
    [job_card.full_time]
    Job Title : Client Services Associate Job Description : LHH is seeking a highly organized, motivated, and professional individual to join our client's team as a Client Services Associate.The idea...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Mid Level financial Services Associate

    Mid Level financial Services Associate

    Advocates Legal Recruiting • Washington, DC, United States
    [job_card.full_time]
    Mid-Level Financial Services Associate.Our AmLaw 100 client is quietly adding a mid-level associate to its Washington, DC Financial Services group. This is a 70+ lawyer practice that sits at the cen...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Client Advocate - Southeast Region

    Associate Client Advocate - Southeast Region

    Willis Towers Watson Plc • Washington, DC, US
    [job_card.full_time]
    Associate Client Advocate - Southeast Region.The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and ...[show_more]
    [last_updated.last_updated_30] • [promoted]