Wealth Management Support Associate

4 days ago

Washington, Washington, D.C., United States Choreo Full time
Job Overview

At Choreo, a leading wealth management firm, we're seeking a highly organized and detail-oriented Client Service Associate to join our team in Columbia, Maryland.

This role is an excellent opportunity for someone who wants to make a meaningful impact in the financial services industry. As a Client Service Associate, you will play a vital role in supporting our advisors and wealth management team members with administrative and accounting tasks.

We're looking for a professional who can work efficiently and effectively both independently and in a team setting. Your strong communication skills, attention to detail, and ability to multitask will be essential in ensuring accuracy, timeliness, and compliance internally and a positive experience for our clients and business partners.

Key Responsibilities
  • Meeting Coordination: Assist with scheduling meetings between clients and advisors, including conference room bookings and off-site meeting arrangements.
  • CRM Database Management: Maintain and update our CRM database with client, prospect, and COI information.
  • Quarterly Billing Tasks: Assist with quarterly billing duties, ensuring timely and accurate processing.
  • Client Account Management: Monitor cash deposits/withdrawals, track follow-up alerts in Fidelity, gather tax information for CPAs, file documents via internal ticketing system, and perform other day-to-day account needs.
  • Marketing and Communication: Coordinate marketing emails, maintain contact lists, and assist with client information gathering and new account opening paperwork.

Benefits: Competitive salary ($65,000 - $75,000), bonus plan, comprehensive medical, dental, and vision plans, basic life and disability coverage, 401(k) matching program, and paid parental leave.

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