Client Services Team Assistant

Chevy Chase TrustBethesda, Maryland

On-site Full-time

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Experience Level

Entry Level

Qualifications

Proven experience in customer service or administrative support is preferred. Excellent communication skills, both written and verbal, are essential. Strong organizational abilities with attention to detail. Ability to work collaboratively within a team-oriented environment. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

About the job

Company Overview:

Chevy Chase Trust is a distinguished investment think tank, dedicated to delivering independent and highly personalized financial advice and planning for individuals, families, and institutions. Situated just outside Washington D. C., our firm excels in innovative thematic investment research and asset management. At Chevy Chase Trust, we prioritize direct access to decision-makers, ensuring client welfare and success are at the forefront of our operations. We are committed to inventive thinking and exceptional client service, whether it's through thematic investment management or comprehensive estate and financial planning.

Our global, macroeconomic perspective empowers us to go beyond merely observing trends; we actively seek out unique ideas. We embrace diverse perspectives, encouraging all team members to think unconventionally and maintain a singular focus on client success.

About Chevy Chase Trust

Chevy Chase Trust is an innovative investment think tank providing tailored financial advice and planning services. Our firm is dedicated to excellence in thematic investment research and asset management, ensuring that our clients receive the highest level of support and access to our decision-makers.

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Client Services Team Assistant

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Full-time|On-site|Bethesda, Maryland

Company Overview:Chevy Chase Trust is a distinguished investment think tank, dedicated to delivering independent and highly personalized financial advice and planning for individuals, families, and institutions. Situated just outside Washington D.C., our firm excels in innovative thematic investment research and asset management. At Chevy Chase Trust, we prioritize direct access to decision-makers, ensuring client welfare and success are at the forefront of our operations. We are committed to inventive thinking and exceptional client service, whether it's through thematic investment management or comprehensive estate and financial planning. Our global, macroeconomic perspective empowers us to go beyond merely observing trends; we actively seek out unique ideas. We embrace diverse perspectives, encouraging all team members to think unconventionally and maintain a singular focus on client success.

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