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B.F. Saul Company

Posted 3 months ago

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Client Services Team Assistant

Bethesda, MarylandOn-siteFull-time

AI Summary

Supports the Client Service Team by handling daily operational tasks, coordinating client communications, and maintaining accuracy and efficiency to ensure high client satisfaction.

About this role

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.

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.
Job Purpose/Summary:
  • The Client Services Team Assistant supports the Client Service Team in all aspects of daily operations to ensure seamless delivery of service to clients. The Client Services Team Assistant plays a vital role in providing operational support to include, coordinating client communications, and maintaining high standards of efficiency, accuracy and client satisfaction.

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!

    • Company Core Values:

  • 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 Services Team Assistant:

  • Deliver exceptional service by communicating clearly and effectively with clients and internal team members to resolve issues in a timely and professional manner.
  • Respond promptly to client requests and inquiries, resolving issues with a client-first approach.
  • Handle client calls and resolve questions, transactions and service requests with professionalism and precision.
  • Monitor and follow-up with Client Service staff on recurring tasks, including overdraft remediation and account reviews to ensure compliance and operational efficiency.
  • Distribute and track weekly and monthly reports, following up on items requiring action.
  • Maintain organized and accurate electronic account files including trust account documentation and correspondence to ensure consistency and compliance with policies.
  • Utilize internal CRM platform and trust accounting system to complete account maintenance, report generation and document management.
  • Support Team Leaders and Chief Client Service Officer with scheduling, agenda preparation, meeting notes, and follow – up on action items.
  • Manage operational tasks to include client letters, check processing, class action distributions, and account documentation.
  • Oversee the daily sorting and distribution of incoming mail, ensuring timely delivery to appropriate team members. Scan and post incoming checks accurately and promptly.
  • Coordinate with external vendors to ensure efficient and timely service delivery.
  • Prepare presentation materials, pitchbooks and supporting documentation for client meetings.
  • Maintain office supplies and ensure the client services area is organized and fully stocked.
  • Serve as a back-up to Client Service Associates to ensure continuity of service.
  • Other duties and special projects as assigned.

    • Required Skills and Abilities of the Client Services Team Assistant:

  • 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 the Client Services Team Assistant:

  • Bachelor’s Degree or equivalent work experience
  • 1-2 years of experience in client services

    • 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 Job Competencies of the Client Services Team Assistant:

  • 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 one’s job
  • Integrity – Upholding generally accepted social and ethical standards in job-related activities and behaviors.

    • Skills

    Account MaintenanceAccount ReviewsCheck ProcessingClass Action DistributionsClient CorrespondenceCompliance ProceduresCRM PlatformData EntryDocument ManagementE-filingFile OrganizationFollow-up ActionsMail HandlingMeeting NotesMicrosoft OfficeOperational WorkflowOverdraft RemediationPitchbooksPresentation MaterialsReport GenerationScanningSchedulingTrust Accounting SystemVendor Coordination

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