Client Service Associate

7 days ago

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

At Choreo, LLC, we are seeking a highly skilled Client Service Associate to join our team in Charlotte, NC. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our high-net-worth families and business owners.

Key Responsibilities:
  • Communicate with clients via telephone, email, and in-person 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, including RMDs, wires, ACH/Money Links, check distributions, charitable giving, and address changes.
  • Consistently follow procedures to ensure compliance.
  • 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 and 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.
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 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.
  • 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.
Benefits:
  • 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, LLC is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

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