Private Wealth Client Services 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

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.