Client Service Associate

Job overview

The Client Service Associate role is onsite in Wilmington, DE. Compensation is not specified. Chilton Trust is a private wealth management firm offering portfolio management, tax advice, trust and estate planning, and family office services. The associate provides day-to-day client service and operational support in coordination with client and wealth advisors. The role helps execute account transactions, onboarding, reporting, and administration while maintaining accurate client records and responsive service.

What you'll do

• Support money movement, transfers, distributions, reconciliations, onboarding, account opening, KYC/AML procedures, and account terminations
• coordinate transactions with internal teams and custodians
• prepare client meeting reports
• maintain CRM data
• review statements and support account reviews and audits.

What we're looking for

Skills & competencies

client service associate

wealth management

client operations

account administration

client onboarding

wilmington de

trust and estate planning

portfolio reporting

crm

financial services

client relationships

Work arrangement

• Weekend coverage required

Why this role

The posting prefers a bachelor’s degree in finance or economics and at least three years in wealth-management client service; experience with CRM and custodial platforms is preferred.

About the employer

Chilton Trust Company is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.