Client Service Associate, Wealth Management

3 weeks ago

Columbia, Maryland, United States Choreo Full time

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 forward-thinking 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.

The Client Service Associate will join a growing team in Columbia, Maryland and will assist advisors and wealth management team members with both administrative and accounting support. The Client Service Associate will serve a client base of high-net-worth families and business owners and help ensure accuracy, timeliness, and compliance internally and a positive experience for our clients and business partners.

Primary Responsibilities:

  • Assist with coordinating meetings between clients and advisors, including scheduling details and booking conference rooms or off-site meeting spaces
  • Maintain and update CRM database with client, prospect, and COI information
  • Assist with quarterly billing tasks
  • Manage day to day client account needs such as:
    • Monitor cash deposits/withdrawals and cash balances in client accounts
    • Monitor alerts in Fidelity and track follow-up
    • Gather and send tax information to CPAs
    • File documents via internal ticketing system
  • Coordinate Marketing emails and perform regular contact list maintenance
  • Assist advisors with client information gathering and new account opening paperwork
  • Prepare materials and agenda for meetings, including presentation decks for prospect meetings and reports for client review meetings, and maintain notes during client conversations
  • Prepare special correspondence and mailings, and handle routine mail or UPS pick-up and delivery
  • Generate special reports and database requests
  • Coordinate client and COI events from invitations to event logistics and RSVP management
  • Maintain facilities, including office supplies and technology equipment needs, and address any office technology issues with the appropriate department
Basic Qualifications:
  • Associates degree in a financial services-related field (business, tax, finance, or accounting) or equivalent work experience
  • Administrative work experience of 3 or more years in a Wealth Management, Tax or Financial Services related industry
  • High proficiency in Microsoft Office including Outlook and Excel
  • Experience with Fidelity, eMoney Advisor, Microsoft's CRM, Black Diamond, and other financial planning software tools preferred
  • Detail-oriented with the ability to work effectively on multiple projects and tasks simultaneously
  • Ability to work efficiently and effectively both independently and in a team setting to see projects through to conclusion.
  • Strong written and verbal communication skills with both clients and business partners
  • Strong ethical and professional standards
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.

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