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Client Service Officer

Client Service Officer

B.F. Saul CompanyBethesda, Maryland
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Summary of Competitive Benefits & Perks :

  • Health / Medical Insurance including Dental and Vision
  • 401(k) with company match
  • Paid time off
  • Bonus / Target Incentive
  • Tuition Reimbursement
  • Complimentary usage of modern in-house fitness center
  • On-premise full-service dining center discounts
  • Discounts via the company’s EAP
  • Monthly Employee Recognition Programs
  • Referral bonus
  • Pre-tax transportation options
  • Plus more!

Essential Job Functions of the Client Services Officer :

  • Provide exceptional service through proactive communication with new and existing clients.
  • Respond quickly to client questions, requests or concerns.
  • Authenticate and process client transaction requests
  • Partner closely with the internal client relationship team to ensure seamless, consistent and coordinated client service delivery
  • Onboard new clients and maintain accurate, up-to-date records for a variety of investment management and fiduciary account types.
  • Utilize in-house system to review and resolve account alerts in a timely manner.
  • Ensure compliance with regulatory and legal requirements related to investment and fiduciary accounts.
  • Collaborate with attorneys, accountants and other professionals to support clients and identify potential business opportunities.
  • Serve as the primary administrative contact for clients and deliver exceptional service by developing strong relationships, communicating effectively and anticipating client needs.
  • Handle service requests in a timely manner with professionalism, discretion, and accuracy.
  • Partner closely with the internal client relationship team to ensure seamless, consistent, and coordinated client service delivery.
  • Authenticate, review for accuracy and approve transaction requests in accordance with firm policies and procedures.
  • Provide an exceptional onboarding experience for new clients through effective communication throughout the process and attention to detail ensuring compliance with regulatory requirements across a range of investment management and fiduciary account types.
  • Utilize internal systems to monitor, review, and address account alerts in a timely manner as well as electronically maintain all client documentation.
  • Ensure all activities are conducted in full compliance with regulatory, legal, and fiduciary requirements.
  • Lead or contribute to projects focused on enhancing client service quality, operational efficiency, and overall process improvement
  • Collaborate with attorneys, accountants and other professionals to support clients and identify potential business opportunities.
  • Provide guidance, mentorship and support to junior staff, fostering a collaborative and high-performance team environment

    • Working Conditions / Physical Requirements

  • This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.

    • Required Skills and Abilities of the Client Services Officer :

  • Excellent verbal and written communication abilities
  • High level of professionalism, discretion and integrity with meticulous attention to detail and accuracy
  • Strong organizational, time management and analytical skills
  • Client-centric mindset with a proactive, problem-solving approach
  • Knowledge of investment account types, products and services
  • Demonstrated ability to work independently and collaboratively within a team environment

    • Required Education / Experience of the Client Services Officer :

  • 5+ years of experience in wealth management or fiduciary services
  • Bachelor’s Degree or equivalent work experience
  • Prior experience in wealth management, financial services or client service roles strongly preferred
  • Proficiency in Microsoft Office applications

    • Core Company Competencies of the Client Service Officer

  • 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.

    • 85000 - $150000 a year

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    Client Service • Bethesda, Maryland