Analyst, Client Advisory
Chilton Trust
About this role
The Analyst at Chilton Trust provides support in wealth and investment services, assisting with client requests, account administration, asset transfers, compliance, and client communications. The role involves coordinating resources, preparing reports, and ensuring smooth client onboarding and ongoing management within a private wealth management environment.
Skills
About Chilton Trust
chiltontrustcompany.comChilton Trust Company is a private fiduciary and trust services firm that provides wealth management, trustee and custodial services, trust administration, and estate-planning support for individuals, families, and institutions. The firm focuses on personalized, multi‑generational planning and stewardship—helping clients preserve and transfer wealth, manage investments, and implement charitable or tax-aware strategies. Chilton emphasizes experienced fiduciaries, regulatory compliance, and transparent reporting to safeguard clients’ assets and long‑term objectives.
About Chilton Trust
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Chilton Trust.
Salary
$41k – $56k
per year