Client Services Team Assistant
bfsaul· Chevy Chase Trust
About this role
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.
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.
Job Purpose/Summary:
The Client Services Team Assistant supports the Client Service Team in all aspects of daily operations to ensure seamless delivery of service to clients. The Client Services Team Assistant plays a vital role in providing operational support to include, coordinating client communications, and maintaining high standards of efficiency, accuracy and client satisfaction.
Frequently Asked Questions
What is the salary for the Client Services Team Assistant role at bfsaul?
The listed salary for this Client Services Team Assistant position at bfsaul is USD 60K–80K. This is an Full Time role.
Where is the Client Services Team Assistant position at bfsaul located?
This Client Services Team Assistant role at bfsaul is based in Bethesda, Maryland. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Services Team Assistant role at bfsaul full-time or part-time?
This is listed as a Full Time position. It is posted as a Client Services Team Assistant role in the Chevy Chase Trust department at bfsaul.
Which team or department does the Client Services Team Assistant at bfsaul belong to?
This Client Services Team Assistant position is part of the Chevy Chase Trust department at bfsaul. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Services Team Assistant position at bfsaul?
Click the "Apply Now" button on this page. You will be redirected to bfsaul's official application portal hosted on lever where you can submit your application directly.
When was the Client Services Team Assistant job at bfsaul posted?
This Client Services Team Assistant position at bfsaul was posted on Mar 6, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Services Team Assistant
bfsaul · 💰 USD 60K–80K
You'll be redirected to bfsaul's official application page on Lever.