Client Service Associate at B. F. Saul Company

Bethesda, Maryland, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

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
Highly motivated and detail-oriented

Responsibilities

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

Skills

Key technologies and capabilities for this role

Client ServiceAdministrative SupportAccount OperationsCommunicationMultitaskingPrioritizationOrganization

Questions & Answers

Common questions about this position

What benefits are offered for the Client Service Associate position?

Competitive benefits include Health/Medical Insurance with Dental and Vision, 401(k) with company match, Paid time off, Bonus/Target Incentive, Tuition Reimbursement, complimentary fitness center usage, on-premise dining discounts, EAP discounts, Monthly Employee Recognition Programs, referral bonus, and pre-tax transportation options, plus more.

Is the Client Service Associate role remote or on-site?

This information is not specified in the job description.

What skills are required for the Client Service Associate position?

Key skills include clear and effective communication, attention to detail, organization, ability to thrive in a fast-paced environment with multitasking and prioritizing, and proficiency with internal CRM and trust accounting systems.

What is the company culture like at Chevy Chase Trust?

The culture values inventive thinking, client-first approach, unconventional ways of thinking, and putting clients and client success over everything else, with a focus on unique thematic investment research and direct access to decision-makers.

What makes a strong candidate for the Client Service Associate role?

A strong candidate is highly motivated, detail-oriented, organized, accurate in administrative duties, and able to thrive in a fast-paced environment with strong multitasking, prioritization, communication, and client-service skills.

B. F. Saul Company

Operates business-class hotels and accommodations

About B. F. Saul Company

B.F. Saul Company Hospitality Group operates a range of business-class hotels, primarily targeting business travelers while also accommodating leisure guests. They manage hotels under well-known brands like Intercontinental, Marriott, Leading Hotels of the World, Best Western, and Hilton, which helps attract a diverse clientele seeking reliable lodging. The company focuses on owning and operating these branded hotels to ensure consistent quality and service. Revenue comes from room bookings, hosting conferences and events, and offering dining and recreational services. With a dedicated team of nearly 1,400 professionals, the company emphasizes quality and teamwork in its operations, aiming to provide exceptional guest experiences.

Bethesda, OhioHeadquarters

1892Year Founded

VENTURE_UNKNOWNCompany Stage

Real EstateIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Short & Long Term Disability

Paid Vacation

401(k) Retirement Plan

Paid Life Insurance

Tuition Reimbursement

Risks

Increased competition from boutique hotels may attract business travelers seeking unique experiences.

Remote work trends could reduce demand for business travel, impacting hotel bookings.

Significant investment in green technologies may be required to meet sustainability expectations.

Differentiation

B.F. Saul Company leverages over a century of experience in hospitality management.

The company operates under renowned brands like Marriott and Hilton, ensuring quality service.

Strategic hotel locations cater to business travelers attending conferences and meetings.

Upsides

Growing demand for sustainable practices aligns with B.F. Saul's commitment to quality service.

'Bleisure' travel trend offers opportunities for extended stay packages and increased revenue.

AI and IoT integration can enhance guest experiences and operational efficiency.

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