Senior Trust Officer, High-Net-Worth Client Services

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

Benefits offered by this job

Health/Medical Insurance includingD

401(k) with company match

Paid time off

Bonus/Target Incentive

Tuition Reimbursement

Complimentary fitness center access

On-premise dining discounts

Employee discounts

Job summary

Chevy Chase Trust is seeking a Senior Trust Officer to join our client services team in the Washington, DC area. The role supports day-to-day account operations, fiduciary services, and complex trust relationships for high-net-worth clients.

You will communicate with clients and internal teams to ensure accurate, timely service. Ideal candidates have 6+ years of experience, CTFA preferred, and a proven track record in independent decision-making.

Qualifications

• Deep experience managing high net worth clients and complex trust relationships.
• Completed the CFTA certification or equivalent experience.
• Strong independent decision-making in managing large books of business.
• Able to communicate trust/wealth topics to clients and internal stakeholders.

Responsibilities

• Deliver exceptional service by communicating clearly with clients and internal team members.
• Respond promptly to requests and inquiries with a client-first approach.
• Prepare and process cash contributions and distributions with accuracy.
• Handle client calls and assist with routine questions and service requests with professionalism.
• Monitor daily cash positions and reconcile discrepancies with the team.
• Facilitate stock transfers related to gifting transactions and ensure accurate execution.
• Process retirement distributions in accordance with firm policies and regulatory guidelines.
• Utilize CRM platform and trust accounting system for account maintenance, reporting and document management.
• Maintain organized electronic account files including trust documentation and correspondence.
• Support special projects with minimal supervision and high attention to detail.

Skills

Detail-oriented

Multitasking

Organization

Communication skills

Professionalism

Client focus

Investment knowledge

MS Office

Education

Bachelor’s Degree

CTFA preferred

Tools

CRM platform

Trust accounting system

Microsoft Office

Job description

Chevy Chase Trust is seeking a Senior Trust Officer to join our client services team in the Washington, DC area. The role supports day-to-day account operations, fiduciary services, and complex trust relationships for high-net-worth clients.

You will communicate with clients and internal teams to ensure accurate, timely service. Ideal candidates have 6+ years of experience, CTFA preferred, and a proven track record in independent decision-making.