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Client Service Associate, Wealth Management Specialist

2 months ago

Charlotte, North Carolina, United States Choreo Full time
About the Role

At Choreo, we are passionate about delivering exceptional client experiences and driving business growth through our team's expertise and dedication. As a Client Service Associate, you will play a vital role in supporting our Wealth Management team in delivering top-notch service to our high-net-worth clients and business owners.

Key Responsibilities
  • Client Communication and Support: Manage client interactions, ensuring timely and professional responses to their inquiries and requests.
  • Client Review Meetings: Schedule and coordinate client review meetings between clients and advisors, facilitating a seamless experience.
  • Account Monitoring: Monitor cash deposits, withdrawals, and balances in client accounts, ensuring accuracy and compliance.
  • Client Requests: Process client requests, including RMDs, wires, ACH/Money Links, check distributions, charitable giving, and address changes, in a timely and efficient manner.
  • Compliance and Procedures: Consistently follow established procedures to ensure compliance and maintain the highest standards of client service.
  • Custodian Processes: Gain a thorough understanding of custodian processes, particularly Charles Schwab and Fidelity, to provide expert support to clients and advisors.
  • Team Collaboration: Work effectively as part of a team, collaborating with Wealth Advisors, Associate Advisors, Operations, portfolio managers, and platform support to ensure client needs and objectives are accurately met.
Secondary Responsibilities
  • Client Projects: Assist with multiple client and practice-related projects simultaneously, demonstrating adaptability and a strong work ethic.
  • Client Records: Obtain and organize confidential client records, maintaining the highest standards of confidentiality and data security.
  • Database Management: Maintain accurate and up-to-date client information in our CRM system.
  • Reports and Analytics: Prepare and facilitate reports for client review meetings and quarterly client reports, providing valuable insights and analysis.
  • Operations Tasks: Initiate and monitor Operations tasks related to client accounts and transactions, ensuring seamless execution.
  • Client Onboarding: Onboard and train new clients, facilitating a positive client experience in using technology and obtaining and sharing records, reports, and communications.
Requirements
  • Strong Communication Skills: Possess excellent communication skills for working with clients and team members, ensuring clear and effective communication.
  • Education and Experience: Hold a 2-year degree in a financial planning-related field (business, tax, finance, or accounting) or equivalent work experience, with a minimum of 3 years of experience in a Wealth Management, Tax, or Financial Services-related industry.
  • Attention to Detail: Demonstrate strong attention to detail, accuracy, and problem-solving skills, ensuring high-quality work and compliance.
  • Compliance Record: Maintain an acceptable compliance record in prior positions.
  • Technical Skills: Possess high proficiency in Microsoft Office suite, including Outlook, Excel, and PowerPoint.
Preferred Qualifications
  • Financial Planning Software: Experience with Schwab Institutional, Microsoft Dynamics CRM, Black Diamond, and eMoney Advisor or other financial planning software tools.
  • Investment Knowledge: Basic knowledge of investments and financial markets.
  • Advanced Microsoft Office: Advanced experience with Microsoft Office, including Excel, PowerPoint, and Word.
  • Client Service Skills: Demonstrated client service skills, with a focus on delivering exceptional client experiences.
  • Mathematical and Analytical Skills: Strong mathematical and analytical skills, with the ability to analyze complex data and provide insights.
  • Organizational Skills: Excellent organizational skills, with the ability to prioritize multiple tasks, projects, and assignments.
  • Work Ethic: Self-motivated, with a strong work ethic and a sense of urgency.
  • Professional Standards: Strong ethical and professional standards, with the ability to handle sensitive and confidential material in a responsible manner.
  • Team Orientation: Flexibility, adaptability, and a strong team orientation, with the ability to work effectively in a collaborative environment.