Client Service Officer

Chilton Investment Services LLC; Stamford (CT); On-site; USD 70,000 - 110,000; Full time

Job summary

Chilton Investment Services LLC in Stamford, CT seeks a Service Officer to work with Chilton Client and Wealth Advisors, delivering exceptional client service and operational support to clients in a timely, proactive manner. You will act as the primary contact for day-to-day servicing needs, coordinating money movement, account openings, KYC/AML, and reporting.

The position requires a Bachelor's degree in Finance or Economics and at least 3 years in a wealth management client-servicing role,

Qualifications

• Bachelor’s degree in Finance or Economics; 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 in fast-paced environments requiring multitasking.
• Exceptional client service and relationship management skills.
• Proficiency with wealth management CRM tools (Salesforce or WealthHub)
• Ability to use discretion with sensitive client data.

Responsibilities

• Work with Client and Wealth Advisors to service clients, including money movement and asset transfers.
• Handle account opening procedures (IPS/IMA/Custody) and KYC/AML processes.
• Coordinate with Operations, Reporting, Legal and Investment teams for daily client transactions.
• Prepare reporting documents for client meetings and distribute statements.
• Maintain CRM with updated client data, reminders, and communications.
• Assist with daily account administration and audit requests.
• Support annual account reviews and external audits.

Skills

Time management

Excellent client service

Relationship management

Communication skills

Analytical thinking

Discretion with client data

Education

Bachelor’s degree in Finance or Economics

Tools

Salesforce

WealthHub

Pershing

Schwab

Fidelity

Microsoft Office

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 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