Client Onboarding Associate

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 Vision401(k) with company matchPaid time offBonus/Target IncentiveTuition ReimbursementComplimentary usage of modern in-house fitness centerOn-premise full-service dining center discountsDiscounts via the company’s EAPMonthly Employee Recognition ProgramsReferral bonusPre-tax transportation optionsPlus 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 accountsInitiate account transfers of incoming assetsReconcile account transfer by verifying assets, cost, and acquisition date of new assetsClose accountsSubmit account closings for processingInitiate distribution of assetsReconcile Assets DistributedCoordinate with key stake holders for opening and closing accountsParticipate and oversee the completion of special projects such as (but not limited to):Data clean upUpdating policies and procedures for the client services teamSupervisory ResponsibilitiesThis 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 processHighly effective written and oral communication skillsAttention to detail and strong organization skillsGeneral knowledge of investment productsProblem solving skillsAbility to follow through on projects in a timely mannerAbility to multitask and manage high volumes of work in a fast-paced environmentRequired Education / Experience of the Client Onboarding Associate:Bachelor’s Degree or 3 years of related work experienceUNITY and FIS Accounting system experience preferred, but not requiredWorking Conditions/Physical RequirementsThis position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.TravelThis 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.$55,000 - $70,000 a yearThe 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 301-986-6000.Equal Opportunity Employer/Veterans/Disabled #J-18808-Ljbffr

Created: 2025-09-23