Wealth Client Services Specialist

Chilton Trust; New York (NY); On-site; USD 75,000 - 105,000; Full time

Job summary

Chilton Trust in New York, NY is seeking a Service Officer to deliver exceptional client service and operational support for wealth clients. You will coordinate with Client and Wealth Advisors on money movements, onboarding, and account administration.

You will maintain CRM data, prepare client reporting, support audits, and assist with annual reviews, ensuring timely and accurate execution in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance or Economics preferred.
• Experience in Wealth Management client servicing at a financial institution.
• Understanding of account opening, money movement and client documentation processes.

Responsibilities

• Service clients and support day-to-day client servicing needs.
• Coordinate with Client and Wealth Advisors on money movement, transfers, and reconciliations.
• Work with Operations, Reporting, Legal and Investment teams to ensure proper execution of transactions.

Skills

Client servicing

Relationship management

Time management

Communication skills

Analytical thinking

Education

Bachelor’s degree in Finance or Economics

Tools

Salesforce

WealthHub

Microsoft Office

APX

Addepar

NetX

Job description

Chilton Trust in New York, NY is seeking a Service Officer to deliver exceptional client service and operational support for wealth clients. You will coordinate with Client and Wealth Advisors on money movements, onboarding, and account administration.

You will maintain CRM data, prepare client reporting, support audits, and assist with annual reviews, ensuring timely and accurate execution in a fast-paced environment.