Wealth Client Services Specialist

Chilton Investment Services LLC; Stamford (CT); On-site; USD 70,000 - 110,000; Full time

Job summary

Chilton Investment Services LLC in Stamford, CT seeks a Service Officer to work with Chilton Client and Wealth Advisors, delivering exceptional client service and operational support to clients in a timely, proactive manner. You will act as the primary contact for day-to-day servicing needs, coordinating money movement, account openings, KYC/AML, and reporting.

The position requires a Bachelor's degree in Finance or Economics and at least 3 years in a wealth management client-servicing role,

Qualifications

• Bachelor’s degree in Finance or Economics; 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 in fast-paced environments requiring multitasking.
• Exceptional client service and relationship management skills.
• Proficiency with wealth management CRM tools (Salesforce or WealthHub)
• Ability to use discretion with sensitive client data.

Responsibilities

• Work with Client and Wealth Advisors to service clients, including money movement and asset transfers.
• Handle account opening procedures (IPS/IMA/Custody) and KYC/AML processes.
• Coordinate with Operations, Reporting, Legal and Investment teams for daily client transactions.
• Prepare reporting documents for client meetings and distribute statements.
• Maintain CRM with updated client data, reminders, and communications.
• Assist with daily account administration and audit requests.
• Support annual account reviews and external audits.

Skills

Time management

Excellent client service

Relationship management

Communication skills

Analytical thinking

Discretion with client data

Education

Bachelor’s degree in Finance or Economics

Tools

Salesforce

WealthHub

Pershing

Schwab

Fidelity

Microsoft Office

Job description

Chilton Investment Services LLC in Stamford, CT seeks a Service Officer to work with Chilton Client and Wealth Advisors, delivering exceptional client service and operational support to clients in a timely, proactive manner. You will act as the primary contact for day-to-day servicing needs, coordinating money movement, account openings, KYC/AML, and reporting.

The position requires a Bachelor's degree in Finance or Economics and at least 3 years in a wealth management client-servicing role,