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Careers
Join the dedicated team at Chase Investment Counsel

Operations and Client Service Associate
The Operations and Client Service Associate reports to the CEO and serves on the operations and administration team. This position plays an integral role in the firm’s investment operations, client reporting, and client service activities related to client account administration. Primary responsibilities include portfolio accounting, trade allocation and confirmation, client account reconciliation, and client report preparation. Additional responsibilities include account opening activities and client service activities related to assisting clients with money movements and other administrative requests.
We seek a highly efficient, versatile, and dedicated team player who will effectively support our internal investment team and current client base and be part of the continued growth of the firm. The successful candidate should expect to:
- Communicate exceptionally in both oral and written communications with both internal and external audiences.
- Learn all aspects of the firm’s investment operations and contribute to the regular assessment of the effectiveness of the process and enhancements to improve operational efficiency.
- Serve our clients’ administrative needs promptly and professionally.
Download the full position summary and application instructions
Giving Back to the Community
Through the years, our firm has supported community groups both financially and with our time. Some of our philanthropic commitments focus on local arts, higher education, healthy aging, financial education, and free markets. Our support includes:
Charlottesville Opera
Oratorio Society of Virginia
University of Virginia, Virginia Athletics Foundation
The Center
Members of the firm also serve on many local and international boards or volunteer with organizations:
Fraser Institute
Investment Adviser’s Association (IAA)
Investment Company Institute’s small funds committee
Ripon College
The Center
The Charlottesville Rotary Club
The Reason Foundation
The Sexual Assault Resource Agency (SARA)
Personalized Wealth Management
Many managers and planners focus on raising money, not managing it. They rely on outsiders to handle client funds. We have always selected individual stocks and bonds to meet client needs. Our investment process blends fundamental and technical analysis, and seeks to both grow your wealth and protect it in times of severe market volatility.
Because we buy individual stocks and bonds for our clients, our fees may be lower than wealth managers using outside managers. We don’t layer outside fees on top of our fees. Our fees are transparent and clear. We believe you should know what you are paying and we are always available to answer questions about the value we provide.
We know the investment world can be a confusing one. We are always available for a complimentary evaluation of your current portfolio. Contact us at your convenience for a visit or call.
