Analyst, Client Advisory
Chilton Trust
About this role
The Analyst role at Chilton Trust involves supporting wealth management and client services through account administration, client communication, and coordination with custodians and internal teams. The position emphasizes accuracy, organization, and client-focused service, contributing to the firm's mission of providing bespoke wealth management solutions.
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Chilton Trust.
Salary
$50k – $70k
per year
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