Senior Client Service Officer

Chilton Trust; New York (NY); On-site; USD 90,000 - 125,000; Full time

Job summary

Chilton Trust in New York City seeks a Senior Client Service Officer to partner with Chilton Client and Wealth Advisors, delivering exceptional client service and operational support to clients in a timely, proactive manner.

You will handle money movement, account openings, KYC/AML, reporting, and CRM updates, coordinating with custodians and vendors while supporting annual reviews and audits.

Qualifications

• Bachelor’s degree in Finance or Economics; 7+ years in wealth management client servicing.
• Experience supporting financial advisors and high-net-worth clients.
• Experience with account opening, money movement, and client documentation processes.
• Strong time management in fast-paced, multi-tasking environments.
• Exceptional client service and relationship management skills.
• Proficiency with Wealth Management CRM tools (Salesforce or WealthHub).
• Proficiency in Microsoft Office.
• Knowledge of custodial platforms preferred (Pershing, Schwab, Fidelity).
• Discretion with client data and information.
• Strong written and verbal communication; detail-oriented.
• APX, Addepar, NetX experience preferred.
• Desire to work in a team-based environment.
• Analytical and problem-solving abilities.

Responsibilities

• Serve as primary contact for day-to-day client servicing needs with wealth advisors.
• Support money movement, asset transfers, distributions, reconciliations and onboarding.
• Coordinate account openings (IPS, IMA, custody) and KYC/AML procedures.
• Collaborate with Operations, Reporting, Legal and Investment teams to ensure transactions.
• Liaise with custodians and vendors to manage client transactions and onboarding.
• Prepare client meeting reports: balances, tax statements, performance, holdings.
• Maintain CRM with client data, pipeline, reminders, and communications.
• Assist with daily account administration and audits; provide annual reviews.

Skills

Time management

Client service

Communication skills

Analytical thinking

Problem solving

Teamwork

Education

Bachelor's degree in Finance or Economics

Tools

Salesforce

WealthHub

Microsoft Office

Job description

Responsibilities

The Senior Client 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 Senior Client 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 7 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