Wealth Client Services Specialist - High-Touch Support

Chilton Trust; Stamford (CT); On-site; USD 75,000 - 110,000; Full time

Job summary

The Service Officer at Chilton Trust will partner with Chilton Client and Wealth Advisors to deliver superior client service and operational support. You will be the primary day-to-day contact for client servicing, handling money movement, onboarding, and documentation with precision.

You will collaborate across Operations, Reporting, Legal and Investment teams to ensure accurate transactions, reporting, and client communications, while maintaining CRM data and supporting annual reviews.

Qualifications

• Bachelor’s degree in Finance or Economics preferred.
• Minimum 3 years in Wealth Management client servicing.
• Experience supporting financial advisors and high-net-worth clients.
• Understanding of onboarding, money movement and client documentation.

Responsibilities

• Service clients with money movement, transfers, distributions and reconciliations.
• Support account openings, KYC/AML, and onboarding procedures.
• Coordinate with Operations, Legal and Investment teams for daily transactions.
• Prepare client meeting reports and send statements to clients as needed.
• Maintain CRM with updated data, pipeline and client communications.
• Assist with annual reviews and audit requests.

Skills

Client servicing

Time management

Communication skills

Attention to detail

Discretion with data

Education

Bachelor’s degree in Finance or Economics

Tools

Salesforce

WealthHub

Microsoft Office

APX / Addepar / NetX

Job description

The Service Officer at Chilton Trust will partner with Chilton Client and Wealth Advisors to deliver superior client service and operational support. You will be the primary day-to-day contact for client servicing, handling money movement, onboarding, and documentation with precision.

You will collaborate across Operations, Reporting, Legal and Investment teams to ensure accurate transactions, reporting, and client communications, while maintaining CRM data and supporting annual reviews.