Client Service Associate

Chilton Investment Services LLC; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Chilton Trust seeks a Client Service Associate to work directly with Client and Wealth Advisors, delivering exceptional service and operational support to Chilton clients. You will manage money movement, onboarding, and reporting while coordinating with multiple teams and custodians.

The role requires a Bachelor’s in Finance or Economics and at least 3 years in a wealth management servicing capacity, plus strong communication and analytical skills to support high-net-worth clients.

Qualifications

• Bachelor’s degree in Finance or Economics preferred with a minimum of 3 years in a Wealth Management client servicing role.
• Experience supporting financial advisors and high-net-worth clients.
• Understanding of account opening, money movement and client documentation processes.
• Excellent time management skills with ability to multi-task in a fast-paced environment.
• Exceptional client service and relationship management skills.
• Experience using a Wealth Management CRM tool, preferably Salesforce or WealthHub.

Responsibilities

• Serve as primary contact for day-to-day client servicing needs with wealth advisors.
• Perform money movement, asset transfers, distributions, reconciliations, and onboarding procedures.
• Coordinate with Operations, Reporting, Legal and Investment teams for client transactions and cash management.
• Work with custodians and third-party vendors on onboarding and client service tasks.
• Prepare client meeting reports including account balances, tax statements, and performance reports.
• Maintain CRM with updated client data, pipeline, reminders, and communications.
• Support annual account reviews and respond to audit requests.

Skills

Client service

Wealth management

Time management

Communication

Attention to detail

Team collaboration

Education

Bachelor’s degree in Finance or Economics

Tools

Salesforce

WealthHub

Microsoft Office

Pershing/Schwab/Fidelity familiarity

Job description

Description

Chilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut, Delaware, Naples, New York and Palm Beach.

Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first.

Position Description

The Client Service Associate will work directly with Chilton Client and Wealth Advisors to deliver exceptional client service and operational support to Chilton clients in a timely and proactive manner. This role serves as the primary point of contact for day-to-day client servicing needs. The Client Service Associate will have responsibilities and tasks that include but are not limited to the following:

• Work closely with Client and Wealth Advisors to service clients, including but not limited to: money movement, asset transfers, distributions and reconciliations, client onboarding procedures, account opening procedures (IPS, IMA, Custody opening paperwork), KYC/AML procedures, account terminations, external manager custodial setup and maintenance


• Work with Operations, Reporting, Legal and the Investment teams to ensure proper execution of daily client transactions and disbursements, cash management, account funding, subscriptions and redemptions, etc.


• Work closely with our preferred custodians and other third-party vendors to manage day-to-day client transactions, onboarding, and execute other client service tasks


• Prepare reporting documents for client meetings, including retrieving account balance information, tax statements, performance reports, portfolio holdings. Manage and execute the sending of hard-paper copy statements to specific clients on a periodic basis.


• Help maintain CRM tool with updated client data, pipeline, marketing, reminders/notifications, and client communication


• Assist with daily account administration review of client statements, including obtaining third-party manager performance and holdings reports, addressing accounting issues, managing client files, etc.


• Provide support for annual account reviews and various audit requests

Candidate Description

• Bachelor’s degree in Finance or Economics preferred with a minimum of 3 years in a Wealth Management client servicing role at a financial institution


• Experience supporting financial advisors and high-net worth clients


• Understanding of account opening, money movement and client documentation processes


• Excellent time management skills with proven ability to work in a fast-paced environment requiring multi-tasking and prioritizing


• Exceptional client service and relationship management skills


• Experience using a Wealth Management CRM tool, preferably Salesforce or WealthHub


• Proficiency in Microsoft Office


• Understanding of custodial platforms preferred (e.g. Pershing, Schwab, Fidelity)


• Ability to use discretion with client sensitive data and information


• Strong written and verbal communication skills, detail orientated


• APX, Addepar, and/or NetX system experience preferred


• Desire to work within a team-based environment


• Analytical and ability to problem solve using critical thinking skills


• Motivated, detail oriented, passionate about working in wealth management