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. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else.
We are looking for a CRM Administrator to support the training, reporting, testing and onboarding for various systems that the Client Services department uses on a daily basis.
Experience: 5+ years of experience in the financial services industry, preferably trust or investment management firms.
Education/Licenses/Certifications: Bachelor’s degree and or equivalent work experience required.
Equal Opportunity Employer/Veterans/Disabled