Choreo
Client Service Associate
Rockford, IL or Madison, WI
Sponsorship not specifiedDetected 28 days ago
CRMAccountingExcelLeadershipCommunicationProblem SolvingAdaptabilityOrganizational SkillsMicrosoft Office
About the role
- This position will join the Rockford, IL or Madison, WI office at Choreo and will assist advisors and other team members in an administrative capacity to serve a client base consisting of high-net-worth families and business owners.
- In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client experience.
- The Client Service Associate serves as an important liaison between advisors and operations and is the backbone of successful client management.
Responsibilities
- Financial support for approved designations and courses
- Support client service delivery through a team-based model, engaging directly with clients and advisors as part of a shared service team
- Schedule and support client review meetings between clients and advisors, including preparation of materials and coordination across stakeholders
- Monitor client account activity to support proactive communication and follow-up with clients
- Partner with Operations by submitting and tracking client requests (RMD's, wires, ACH/Money Links, check distributions, charitable giving, address changes, etc.) to completion, ensuring a seamless client experience
- Consistently follow procedures to maintain compliance and quality standards
- Support team-level workflow management, including prioritization, tracking, and follow-up of service requestes
- Maintain and update CRM systems to ensure accurate client data, interaction tracking, and pipeline visibility
- Collaborate with advisors, operations, and support teams to ensure client needs and objectives are accurately met
- Assist with onboarding new clients to facilitate a positive client experience, including technology enablement & training and document collection & sharing
Requirements
- 2-year degree in a financial planning-related field (business, tax, finance, or accounting) or equivalent work experience
- Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry
- Ability to work efficiently, effectively, and independently in order to see projects through to completion
- High proficiency in the Microsoft Office suite, including Outlook, Excel, and PowerPoint
Nice to have
- Experience with Schwab Institutional, Microsoft Dynamics CRM, Black Diamond, and eMoney Advisor or other financial planning software tools
- Working knowledge of custodian processes, particularly Charles Schwab and Fidelity
- Basic knowledge of investments
- Advanced experience with Microsoft Office
- Excellent verbal and written communication skills
- Demonstrated client service skills
- Strong mathematical and analytical skills
- Excellent organizational skills with the ability to prioritize multiple tasks, projects and assignments
Compensation
- Competitive salary and bonus plan
Benefits
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- Unlimited, discretionary time off
- Paid parental leave
- At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives.
- We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security.
- We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Company info
- Here is what we offer:
- Work effectively as part of a team
Equal opportunity
- equal opportunity employer.
This listing is sourced directly from Choreo's careers page and normalized into a canonical job model.