Client Service Officer

Chilton Trust Company; New York (NY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Chilton Trust Company in New York seeks a Service Officer to deliver outstanding client service and operational support to our high-net-worth clients. You will be the primary contact for day-to-day servicing, coordinating with Client and Wealth Advisors on money movement, account openings, and documentation.

This role requires strong organizational skills, discretion with sensitive data, and experience with Wealth Management CRM tools like Salesforce or WealthHub.

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 proven ability to multi-task in fast-paced environments.
• Exceptional client service and relationship management skills.
• Experience using a Wealth Management CRM tool, preferably Salesforce or WealthHub.
• Proficiency in Microsoft Office.
• Understanding custodial platforms preferred (e.g. Pershing, Schwab, Fidelity).
• Ability to use discretion with client sensitive data and information; strong written and verbal communication; detail oriented.
• Analytical and problem-solving mindset; team-oriented.

Responsibilities

• Service clients with money movement, asset transfers, distributions and reconciliations.
• Coordinate with Operations, Reporting, Legal and Investment teams to ensure proper execution of daily client transactions.
• Collaborate with custodians and vendors to manage day-to-day client transactions and onboarding tasks.
• Prepare reporting documents for client meetings and distribute statements as required.
• Maintain CRM with updated client data, pipeline, reminders/notifications, and communications.
• Assist with daily account administration review and audit-related requests.
• Provide support for annual account reviews and various audit requests.

Skills

Client servicing

Wealth management

CRM tools

MS Office

KYC/AML

Account opening

Discretion with data

Analytical thinking

Education

Bachelor's degree in Finance or Economics

Tools

Salesforce

WealthHub

Pershing

Schwab

Fidelity

Job description

Description

The Service Officer 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 Service Officer 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 informationStrong 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