Wealth Management Client Services Specialist

Chilton Trust; Stamford (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

Chilton Trust is seeking a Service Officer to deliver exceptional client service and operational support to private wealth clients in a timely, proactive manner. This role is the primary contact for day-to-day servicing and requires close work with Wealth Advisors and custodians.

Responsibilities include money movement, account openings, KYC/AML, reporting, CRM upkeep, and assisting with annual reviews. A bachelor’s in Finance or Economics and 3+ years in wealth management are preferred.

Qualifications

• Bachelor’s degree in Finance or Economics preferred with 3+ years in wealth management client servicing.
• Experience supporting financial advisors and high-net worth clients.
• Understanding of account opening, money movement and client documentation processes.
• Excellent time management and ability to multitask in a fast-paced environment.
• Strong written and verbal communication with discretion handling sensitive data.

Responsibilities

• Serve as primary point of contact for day-to-day client servicing needs.
• Coordinate money movement, asset transfers, distributions and reconciliations.
• Manage onboarding procedures, account openings and KYC/AML processes.
• Collaborate with Operations, Reporting, Legal and Investment teams to ensure proper execution of transactions.
• Prepare reporting documents for client meetings and maintain CRM data.
• Support annual account reviews and respond to audit requests.

Skills

Client Servicing

Wealth Management

Attention to detail

Time management

Communication skills

Discretion with data

Education

Bachelor’s degree in Finance or Economics

Tools

Salesforce

WealthHub

Microsoft Office

Job description

Chilton Trust is seeking a Service Officer to deliver exceptional client service and operational support to private wealth clients in a timely, proactive manner. This role is the primary contact for day-to-day servicing and requires close work with Wealth Advisors and custodians.

Responsibilities include money movement, account openings, KYC/AML, reporting, CRM upkeep, and assisting with annual reviews. A bachelor’s in Finance or Economics and 3+ years in wealth management are preferred.