Trust Client Associate
Compensation
$95k – $95k /yr
Employment type
Full-time
Work setting
Hybrid
Location
McLean, VA
Schedule
Day shift
Posted
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Job overview
The Trust Client Associate role is hybrid in McLean, VA, with an in-office requirement of at least three days per week. The listed salary range is $80,000–$95,000 per year. The role supports Chain Bridge Bank’s Trust and Wealth Department, which provides trust and wealth management services. The associate provides administrative and operational support across client service, account administration, daily processing, and department reporting. Accurate account handling, responsive client support, and disciplined documentation help the trust administration team serve clients and meet regulatory and operational requirements.
What you'll do
- Respond to client, beneficiary, and adviser inquiries
- support account opening, funding, onboarding, and documentation
- maintain trust accounting system records and account files
- review transactions
- process payments and transfers under dual-control procedures
- prepare reports
- support tax processing, regulatory reporting, audits, and committee administration
- protect confidential client information.
What we're looking for
- Skills & competencies
- trust client associatemclean vahybridchain bridge banktrust and wealth managementclient serviceaccount administrationcash processingfiduciary operationsregulatory reporting$80k–$95k401(k)health benefitspaid time off
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, and vision benefits
- 401(k) with employer contribution
- paid vacation, holidays, and sick leave
- annual incentive plan
- professional development.
Why this role
Hybrid schedule requires at least three office days weekly; a bachelor’s degree and relevant trust, banking, wealth, investment, accounting, or legal operations experience are preferred.
About the employer
Chain Bridge Bank N.A is hiring for this role. Industry: Commercial Banking. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Commercial Banking
- Occupation code
- 43-3031.00
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Listing ID: c9b3aa6e-ff1c-4b97-a82c-91e6922347d1