Wealth Client Services Specialist

Chilton Trust Company; New York (NY); Hybride; USD 65 000 - 90 000; Plein temps

Résumé du poste

Chilton Trust Company in New York seeks a Service Officer to deliver outstanding client service and operational support to our high-net-worth clients. You will be the primary contact for day-to-day servicing, coordinating with Client and Wealth Advisors on money movement, account openings, and documentation.

This role requires strong organizational skills, discretion with sensitive data, and experience with Wealth Management CRM tools like Salesforce or WealthHub.

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 proven ability to multi-task in fast-paced environments.
• Exceptional client service and relationship management skills.
• Experience using a Wealth Management CRM tool, preferably Salesforce or WealthHub.
• Proficiency in Microsoft Office.
• Understanding custodial platforms preferred (e.g. Pershing, Schwab, Fidelity).
• Ability to use discretion with client sensitive data and information; strong written and verbal communication; detail oriented.
• Analytical and problem-solving mindset; team-oriented.

Responsabilités

• Service clients with money movement, asset transfers, distributions and reconciliations.
• Coordinate with Operations, Reporting, Legal and Investment teams to ensure proper execution of daily client transactions.
• Collaborate with custodians and vendors to manage day-to-day client transactions and onboarding tasks.
• Prepare reporting documents for client meetings and distribute statements as required.
• Maintain CRM with updated client data, pipeline, reminders/notifications, and communications.
• Assist with daily account administration review and audit-related requests.
• Provide support for annual account reviews and various audit requests.

Connaissances

Client servicing

Wealth management

CRM tools

MS Office

KYC/AML

Account opening

Discretion with data

Analytical thinking

Formation

Bachelor's degree in Finance or Economics

Outils

Salesforce

WealthHub

Pershing

Schwab

Fidelity

Description du poste

Chilton Trust Company in New York seeks a Service Officer to deliver outstanding client service and operational support to our high-net-worth clients. You will be the primary contact for day-to-day servicing, coordinating with Client and Wealth Advisors on money movement, account openings, and documentation.

This role requires strong organizational skills, discretion with sensitive data, and experience with Wealth Management CRM tools like Salesforce or WealthHub.