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.
The Client Onboarding Team is a newly-created team at Chevy Chase Trust with a goal to provide exceptional service to our clients by partnering with the client services team on opening and closing accounts.
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!
Essential Job Functions of the Client Onboarding Associate:
- Prepare and deliver New Account Documents to Clients (via DocuSign and/or hard copy mail)
- Open new accounts
- Initiate account transfers of incoming assets
- Reconcile account transfer by verifying assets, cost, and acquisition date of new assets
- Close accounts
- Submit account closings for processing
- Initiate distribution of assets
- Reconcile Assets Distributed
- Coordinate with key stake holders for opening and closing accounts
- Participate and oversee the completion of special projects such as (but not limited to):
- Data clean up
- Updating policies and procedures for the client services team
Supervisory Responsibilities
- This position has no direct supervisory responsibilities.
Required Skills and Abilities of the Client Onboarding Associate:
- Possess a proactive and positive approach to the new/closing account process
- Highly effective written and oral communication skills
- Attention to detail and strong organization skills
- General knowledge of investment products
- Problem solving skills
- Ability to follow through on projects in a timely manner
- Ability to multitask and manage high volumes of work in a fast-paced environment
Required Education / Experience of the Client Onboarding Associate:
- Bachelor’s Degree or 3 years of related work experience
- UNITY and FIS Accounting system experience preferred, but not required
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.
Travel
- 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: 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.
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
Equal employment opportunity, including veterans and individuals with disabilities.
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