Senior Client Service Officer

Job overview

The Senior Client Service Officer role is onsite in New York, NY. Compensation is not specified. The officer works directly with Chilton Client and Wealth Advisors to provide timely, proactive service and operational support to clients. The role serves as a primary contact for day-to-day client servicing, coordinating account administration and transactions with advisors, internal teams, custodians, and vendors. It helps ensure client requests, reporting, onboarding, and account records are handled accurately and promptly.

What you'll do

• Work with Client and Wealth Advisors on money movement, asset transfers, distributions, reconciliations, onboarding, account opening, KYC/AML procedures, terminations, and external manager custodial setup and maintenance
• coordinate transactions and disbursements with Operations, Reporting, Legal, and Investment teams
• work with custodians and vendors
• prepare client meeting reports using account balances, tax statements, performance reports, and portfolio holdings
• manage periodic delivery of paper statements
• maintain CRM client data, pipeline, reminders, notifications, and communications
• review client statements and manager reports, address accounting issues, and maintain client files
• support annual account reviews and audit requests.

What we're looking for

Skills & competencies

senior client service officer

full-time

new york ny

chilton trust company

wealth management

client service

high-net-worth clients

account administration

money movement

client onboarding

kyc/aml

crm

Work arrangement

• Weekend coverage required

Why this role

The posting prefers a bachelor's degree in Finance or Economics and at least seven years in wealth-management client service at a financial institution.

About the employer

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