The Service Officer will work directly with Chilton Client and Wealth Advisors to deliver exceptional client service and operational support to Chilton clients in a timely and proactive manner. This role serves as the primary point of contact for day-to-day client servicing needs. The Service Officer will have responsibilities and tasks that include but are not limited to the following:
- Work closely with Client and Wealth Advisors to service clients, including but not limited to: money movement, asset transfers, distributions and reconciliations, client onboarding procedures, account opening procedures (IPS, IMA, Custody opening paperwork), KYC/AML procedures, account terminations, external manager custodial setup and maintenance
- Work with Operations, Reporting, Legal and the Investment teams to ensure proper execution of daily client transactions and disbursements, cash management, account funding, subscriptions and redemptions, etc.
- Work closely with our preferred custodians and other third-party vendors to manage day-to-day client transactions, onboarding, and execute other client service tasks
- Prepare reporting documents for client meetings, including retrieving account balance information, tax statements, performance reports, portfolio holdings. Manage and execute the sending of hard-paper copy statements to specific clients on a periodic basis.
- Help maintain CRM tool with updated client data, pipeline, marketing, reminders/notifications, and client communication
- Assist with daily account administration review of client statements, including obtaining third-party manager performance and holdings reports, addressing accounting issues, managing client files, etc.
- Provide support for annual account reviews and various audit requests
Candidate Description:
- Bachelor’s degree in Finance or Economics preferred with a minimum of 3 years in a Wealth Management client servicing role at a financial institution
- Experience supporting financial advisors and high-net worth clients
- Understanding of account opening, money movement and client documentation processes
- Excellent time management skills with proven ability to work in a fast-paced environment requiring multi-tasking and prioritizing
- Exceptional client service and relationship management skills
- Experience using a Wealth Management CRM tool, preferably Salesforce or WealthHub
- Proficiency in Microsoft Office
- Understanding of custodial platforms preferred (e.g. Pershing, Schwab, Fidelity)
- Ability to use discretion with client sensitive data and information
- Strong written and verbal communication skills, detail orientated
- APX, Addepar, and/or NetX system experience preferred
- Desire to work within a team-based environment
- Analytical and ability to problem solve using critical thinking skills
- Motivated, detail oriented, passionate about working in wealth management
