Senior Trust Officer - Client Services

B.F. Saul Company; Bethesda (MD); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Health Insurance

401(k) with company match

Paid time off

Bonus/Target Incentive

Tuition Reimbursement

In-house fitness center access

On-site dining center discounts

EAP discounts

Pre-tax transportation options

Job summary

Chevy Chase Trust is seeking a Senior Trust Officer to join our Client Services team in the Washington, D.C. metro area. The role focuses on delivering exceptional service to high-net-worth clients while supporting day-to-day operations and trust administration.

The ideal candidate has 6+ years in trust/wealth management, strong communication skills, and proficiency with CRM and trust accounting systems. A Bachelor’s degree and CFTA are preferred, with a client-first mindset and high attention

Qualifications

• Bachelor's degree or equivalent work experience.
• 6+ years of trust/wealth management experience preferred.
• CFTA certification preferred.
• Excellent communication and client service orientation.

Responsibilities

• Deliver exceptional client service and clear communication with clients and internal teams.
• Respond promptly to inquiries and resolve issues with a client-first approach.
• Process cash contributions and distributions with accurate documentation.
• Handle client calls and assist with routine questions and service requests.
• Monitor cash positions and reconcile discrepancies with the team.
• Facilitate stock transfers and ensure timely execution of gifting.
• Process retirement distributions per firm policies and regulatory guidelines.
• Utilize CRM and trust accounting systems for administration and reporting.
• Maintain organized electronic account files and correspondence.
• Support special projects with supervision and high attention to detail.

Skills

Attention to detail

Multitasking

Organizational skills

Communication skills

Professionalism

Education

Bachelor's Degree or equivalent

CFTA certification

Tools

CRM platform

Trust accounting system

Microsoft Office

Job description

Company Overview:

Chevy Chase Trust is a privately owned investment management firm headquartered in the Washington, D.C. metropolitan area, serving individuals, families, endowments and institutions since 1999. With more than $46 billion in assets under management and a team of over 130 professionals, the firm specializes in investment management, financial and estate planning and fiduciary services.

The firm is known for its Global Thematic Equity Investment approach which focuses on long term secular trends stemming from economic, demographic and technological change and their impact on industries and companies. In addition, our in-house team provides highly customized financial and estate planning and trust services to address the complex needs of each client.

Job Purpose/Summary

We are seeking a highly motivated and detail-oriented Senior Trust Officer 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. Communicates regularly with high-net-worth clients and is familiar with the operations of Chevy Chase Trust.

• Deep experience managing high net worth clients and complex trust relationships. Completed the CFTA certification or equivalent experience. Strong track record of independent decision making and managing large books of business. Understands and is able to effectively communicate matters related to trust or wealth management topics to clients and internal stakeholders. Has a track record of success that early/mid-career professionals can learn from as they build their careers.

Supervisory Responsibilities

This position has no direct supervisory responsibilities but serves as a resource for Client Service Associates.

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 Senior Trust Officer - Client Services:

• 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 the Senior Trust Officer - Client Services:

• 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 Senior Trust Officer - Client Services:

• Bachelor's Degree or equivalent work experience
• 6+ yrs experience, CFTA preferred

Core Job Competencies of the Senior Trust Officer - Client Services:

• Technical Expertise & Usage – Acquiring and applying technical and functional knowledge in a technological area of specialty.
• Technical/Professional Knowledge – The ability to keep up with current developments and trends in field of expertise.
• Participative Leadership – The ability to use proper interpersonal skills and methods to guide and work with individuals or groups to achieve company relevant goals and strategies.

$130,000 - $170,000 a year

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.

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 eligibility for discretionary incentive compensation, healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.

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
• Pre-tax transportation options

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.

Equal Opportunity Employer/Veterans/Disabled