Client Service Associate, Wealth Management

2 weeks ago

Charlotte, North Carolina, United States Choreo Full time
Job Title: Client Service Associate, Wealth Management

At Choreo, we are passionate about delivering exceptional client experiences and empowering our teams to succeed. As a Client Service Associate, you will play a vital role in supporting our Wealth Advisors and Operations team members in providing top-notch service to our high-net-worth clients and business owners.

Key Responsibilities:
  • Communicate with clients via phone, email, and in-person to ensure their needs 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, including RMDs, wires, ACH/Money Links, check distributions, charitable giving, and address changes.
  • Consistently follow procedures to ensure compliance.
  • Gain a deep understanding of custodian processes, particularly Charles Schwab and Fidelity.
  • Work effectively as part of a collaborative team.
Secondary Responsibilities:
  • Assist with multiple client and practice-related projects simultaneously.
  • Obtain and organize confidential client records.
  • Maintain accurate client information in our CRM database.
  • Prepare and facilitate reports for client review meetings and quarterly client reports.
  • Initiate and monitor Operations tasks related 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.
Requirements:
  • Strong communication skills for working with clients and team members.
  • 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.
  • Strong attention to detail, accuracy, and problem-solving.
  • Acceptable compliance record in prior position(s).
  • Ability to work efficiently, effectively, and independently 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.
  • Self-motivated, 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.

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