Client Service Associate
Client Service Associate
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Salary Not Disclosed
1 Vacancy
Job Description
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs CPAs and individuals with a forwardthinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40 locations across the country we are here to serve our clients beyond what is expected.
This position will join the Virginia offices of Choreo to assist advisors and other team members in an administrative capacity to serve a client base consisting of highnetworth families and business owners.
As a Client Service Associate you will be responsible for managing client communications and support. 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.
Primary Responsibilities
- Communicate with clients via telephone email and inperson in a professional manner to ensure requests are met in a timely and professional manner
- Schedule client review meetings between clients and advisors
- Monitor cash deposits withdrawals and balances in client accounts
- Process client requests (RMDs wires ACH/Money Links check distributions charitable giving address changes etc.
- Consistently follow procedures to be compliant
- Gain understanding of custodian processes particularly Charles Schwab and Fidelity
- Work effectively as part of a team
Secondary Responsibilities
- Assist with multiple client and practice related projects at one time
- Obtain and organize confidential client records
- Maintain database in CRM with client information
- Prepare & facilitate reports for client review meetings and quarterly client reports
- Initiate and monitor Operations tasks relating to client accounts and transactions
- Collaborate with Wealth Advisors Associate Advisors Operations portfolio managers and platform support to ensure client needs and objectives are accurately met
- Onboard and train new clients to facilitate a positive client experience in using technology and obtaining and sharing records reports and communications
Basic Qualifications
- Strong communication skills for working with clients and team members
- 2year 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
- Strong attention to detail accuracy and problemsolving
- Acceptable compliance record in prior position(s)
- Ability to work efficiently effectively and independently in order to see projects through to completion
- High proficiency in Microsoft Office suite including Outlook Excel and PowerPoint
Preferred Qualifications
- Experience with Schwab Institutional Microsoft Dynamics CRM Black Diamond and eMoney Advisor or other financial planning software tools
- 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
- Selfmotivated strong work ethic and possess a sense of urgency
- Strong ethical and professional standards and proven capacity to handle sensitive and confidential material in a responsible manner
- Flexibility adaptability and strong team orientation
Employee Benefits
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. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical dental and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical leadership sales training opportunities
- Unlimited discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering cultivating and preserving a culture of diversity equity and inclusion.
Required Experience:
IC
Employment Type
Full Time
