Wealth Client Services Specialist
Chilton Trust
Chilton Trust Company in New York seeks a Service Officer to deliver outstanding client service and operational support to our high-net-worth clients. You will be the primary contact for day-to-day servicing, coordinating with Client and Wealth Advisors on money movement, account openings, and documentation. This role requires strong organizational skills, discretion with sensitive data, and experience with Wealth Management CRM tools like Salesforce or WealthHub. #J-18808-Ljbffr
Vacancy posted 1 day ago
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