Wealth Client Services & Operations Associate

Chilton Trust Company NA; Greenville (DE); On-site; USD 65,000 - 90,000; Full time

Job summary

Chilton Trust Company NA seeks a Client Service Associate to deliver exceptional client service and operational support to Chilton clients, serving as the primary contact for day-to-day servicing needs.

You will work closely with Chilton Client and Wealth Advisors to manage money movement, asset transfers, onboarding procedures, and reporting, ensuring timely processing and accurate documentation in a fast-paced private wealth environment.

Qualifications

• 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
• 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
• Analytical and ability to problem solve using critical thinking skills
• Motivated, detail oriented, passionate about working in wealth management

Responsibilities

• Service clients with money movement, asset transfers, distributions and reconciliations
• Support onboarding procedures and account opening documentation (IPS, IMA, Custody paperwork)
• Coordinate with Operations, Reporting, Legal and Investment teams for daily transactions
• Liaise with custodians and vendors for day-to-day client service tasks
• Prepare reporting documents for client meetings and statements
• Maintain CRM data, pipelines, reminders, and client communications
• Assist with annual account reviews and audit requests

Skills

Client servicing

Wealth management

Discretion

Time management

Attention to detail

Written communication

Verbal communication

Education

Bachelor’s degree in Finance or Economics

Tools

Salesforce

WealthHub

Pershing

Fidelity

Schwab

APX

Addepar

NetX

Job description

Chilton Trust Company NA seeks a Client Service Associate to deliver exceptional client service and operational support to Chilton clients, serving as the primary contact for day-to-day servicing needs.

You will work closely with Chilton Client and Wealth Advisors to manage money movement, asset transfers, onboarding procedures, and reporting, ensuring timely processing and accurate documentation in a fast-paced private wealth environment.