Client Service Officer

Chilton Trust; Stamford (CT); On-site; USD 75,000 - 110,000; Full time

Job summary

The Service Officer at Chilton Trust will partner with Chilton Client and Wealth Advisors to deliver superior client service and operational support. You will be the primary day-to-day contact for client servicing, handling money movement, onboarding, and documentation with precision.

You will collaborate across Operations, Reporting, Legal and Investment teams to ensure accurate transactions, reporting, and client communications, while maintaining CRM data and supporting annual reviews.

Qualifications

• Bachelor’s degree in Finance or Economics preferred.
• Minimum 3 years in Wealth Management client servicing.
• Experience supporting financial advisors and high-net-worth clients.
• Understanding of onboarding, money movement and client documentation.

Responsibilities

• Service clients with money movement, transfers, distributions and reconciliations.
• Support account openings, KYC/AML, and onboarding procedures.
• Coordinate with Operations, Legal and Investment teams for daily transactions.
• Prepare client meeting reports and send statements to clients as needed.
• Maintain CRM with updated data, pipeline and client communications.
• Assist with annual reviews and audit requests.

Skills

Client servicing

Time management

Communication skills

Attention to detail

Discretion with data

Education

Bachelor’s degree in Finance or Economics

Tools

Salesforce

WealthHub

Microsoft Office

APX / Addepar / NetX

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.

• 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