Wealth Client Services Specialist - High-Touch Support
Chilton Trust
The Service Officer at Chilton Trust will partner with Chilton Client and Wealth Advisors to deliver superior client service and operational support. You will be the primary day-to-day contact for client servicing, handling money movement, onboarding, and documentation with precision.
You will collaborate across Operations, Reporting, Legal and Investment teams to ensure accurate transactions, reporting, and client communications, while maintaining CRM data and supporting annual reviews.
#J-18808-LjbffrVacancy posted 1 day ago
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