Wealth Management Client Services Lead

Chilton Trust; New York (NY); On-site; USD 90,000 - 125,000; Full time

Job summary

Chilton Trust in New York City seeks a Senior Client Service Officer to partner with Chilton Client and Wealth Advisors, delivering exceptional client service and operational support to clients in a timely, proactive manner.

You will handle money movement, account openings, KYC/AML, reporting, and CRM updates, coordinating with custodians and vendors while supporting annual reviews and audits.

Qualifications

• Bachelor’s degree in Finance or Economics; 7+ years in wealth management client servicing.
• Experience supporting financial advisors and high-net-worth clients.
• Experience with account opening, money movement, and client documentation processes.
• Strong time management in fast-paced, multi-tasking environments.
• Exceptional client service and relationship management skills.
• Proficiency with Wealth Management CRM tools (Salesforce or WealthHub).
• Proficiency in Microsoft Office.
• Knowledge of custodial platforms preferred (Pershing, Schwab, Fidelity).
• Discretion with client data and information.
• Strong written and verbal communication; detail-oriented.
• APX, Addepar, NetX experience preferred.
• Desire to work in a team-based environment.
• Analytical and problem-solving abilities.

Responsibilities

• Serve as primary contact for day-to-day client servicing needs with wealth advisors.
• Support money movement, asset transfers, distributions, reconciliations and onboarding.
• Coordinate account openings (IPS, IMA, custody) and KYC/AML procedures.
• Collaborate with Operations, Reporting, Legal and Investment teams to ensure transactions.
• Liaise with custodians and vendors to manage client transactions and onboarding.
• Prepare client meeting reports: balances, tax statements, performance, holdings.
• Maintain CRM with client data, pipeline, reminders, and communications.
• Assist with daily account administration and audits; provide annual reviews.

Skills

Time management

Client service

Communication skills

Analytical thinking

Problem solving

Teamwork

Education

Bachelor's degree in Finance or Economics

Tools

Salesforce

WealthHub

Microsoft Office

Job description

Chilton Trust in New York City seeks a Senior Client Service Officer to partner with Chilton Client and Wealth Advisors, delivering exceptional client service and operational support to clients in a timely, proactive manner.

You will handle money movement, account openings, KYC/AML, reporting, and CRM updates, coordinating with custodians and vendors while supporting annual reviews and audits.