Wealth Client Services Specialist

Chilton Investment Co.

Chilton Investment Services LLC in Stamford, CT seeks a Service Officer to work with Chilton Client and Wealth Advisors, delivering exceptional client service and operational support to clients in a timely, proactive manner. You will act as the primary contact for day-to-day servicing needs, coordinating money movement, account openings, KYC/AML, and reporting. The position requires a Bachelor's degree in Finance or Economics and at least 3 years in a wealth management client-servicing role, #J-18808-Ljbffr

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Vacancy posted 5 days ago

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