Wealth Client Services Associate

Chilton Trust; Stamford (CT); On-site; USD 65,000 - 95,000; Full time

Job summary

Chilton Trust is seeking a Client Service Associate to deliver exceptional client service and operational support for private wealth management clients. You will be the primary contact for day-to-day servicing, onboarding, and documentation, coordinating with advisors and operations to ensure accurate processing and timely reporting.

The role requires a Bachelor’s in Finance or Economics (or equivalent), experience with wealth management clients, and strong communication and data-management

Qualifications

• Bachelor’s degree in Finance or Economics preferred with experience 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
• Proficiency in Microsoft Office and CRM tools
• Strong written and verbal communication skills and discretion with client data

Responsibilities

• Serve as primary contact for day-to-day client servicing needs
• Coordinate money movement, asset transfers, distributions and reconciliations
• Assist with onboarding, account openings, KYC/AML, and custodial setup
• Collaborate with Operations, Reporting, Legal and Investment teams for daily transactions and disbursements
• Work with custodians and vendors to manage client transactions and onboarding
• Prepare reporting documents for client meetings and distribute statements
• Maintain CRM data, pipelines, reminders, and client communications
• Support annual account reviews and audit requests

Skills

Client servicing

Relationship mgmt

Time management

Communication

Attention to detail

Teamwork

Education

Bachelor's degree in Finance or Economics

Tools

Salesforce

WealthHub

Job description

Chilton Trust is seeking a Client Service Associate to deliver exceptional client service and operational support for private wealth management clients. You will be the primary contact for day-to-day servicing, onboarding, and documentation, coordinating with advisors and operations to ensure accurate processing and timely reporting.

The role requires a Bachelor’s in Finance or Economics (or equivalent), experience with wealth management clients, and strong communication and data-management