Associate, Advisory Operations Specialist

3 days ago

Seattle, Washington, United States Choreo Full time
Job Title: Associate, Advisory Operations

At Choreo, we are passionate about delivering exceptional client experiences and driving business growth. As an Associate, Advisory Operations, you will play a key role in supporting our operations team in delivering high-quality services to our clients.

Key Responsibilities:
  • Client Relationship Management: Collaborate with the operations team to manage client relationships, ensuring seamless communication and timely resolution of client inquiries.
  • Custodian Relationships: Develop and maintain strong relationships with custodians, ensuring efficient processing of client transactions and effective communication.
  • Transaction Processing: Prepare and process client transactions, including trades, cost basis adjustments, and client on-boarding and maintenance paperwork.
  • Database Management: Maintain accurate and up-to-date client information in our client relationship management system.
  • Project Support: Assist with multiple client and practice-related projects, ensuring timely completion and high-quality results.
Requirements:
  • Education: Four-year degree in a financial planning related field (business, tax, finance, or accounting) or equivalent work experience.
  • Experience: Strong preference for candidates with 3 or more years of experience in a Wealth Management, Tax, or Financial Services related industry.
  • Skills: Strong interpersonal and written communication skills, ability to work efficiently and effectively, and strong attention to detail.
  • Personal Qualities: Self-motivated, strong work ethic, and a sense of urgency, 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 is an equal opportunity employer, committed to fostering a culture of diversity, equity, and inclusion.

  • Tax Advisory Specialist

    2 weeks ago

    Seattle, Washington, United States Baker Tilly Virchow Krause Full time

    Tax Associate Role at Baker Tilly Virchow KrauseAs a Tax Associate at Baker Tilly Virchow Krause, you will be a key member of our tax advisory team, delivering high-quality services to clients. Our firm is known for its upward career trajectory and flexibility in work arrangements, making it an ideal choice for professionals seeking growth and...

  • Client Advisory Associate

    3 days ago

    Seattle, Washington, United States International Search Consultants Full time

    {"title": "Associate Client Advisor", "subtitle": "Join our team of experienced professionals in delivering high-touch service to Ultra High Net Worth Clients.", "content": "About the Company:Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on...

  • Senior Technical Support Specialist

    3 weeks ago

    Seattle, Washington, United States Atticus Advisory Solutions Inc Full time

    Job Summary:We are seeking a highly skilled and experienced Senior Technical Support Specialist to join our team at Atticus Advisory Solutions Inc. As a Senior Technical Support Specialist, you will be responsible for providing advanced technical support to our clients, resolving complex issues related to hardware, software, and network systems.Key...

  • AI Strategy and Advisory Leader

    1 week ago

    Seattle, Washington, United States Stellis LLC Full time

    AI Strategy and Advisory Role **About the Role** We are seeking a seasoned leader to join our team at Stellis LLC as a Vice President of AI Strategy and Advisory. As a pioneer in harnessing artificial intelligence to transform businesses, we are looking for a visionary to lead our AI Strategy and Advisory practice. **Key Responsibilities** * Provide...

  • AI Strategy and Advisory Leader

    2 weeks ago

    Seattle, Washington, United States stellis Full time

    At Stellis, we are pioneers in harnessing artificial intelligence to transform businesses and drive innovation. We are seeking a visionary leader to head our AI Strategy and Advisory practice.Key Responsibilities:Leadership and Advisory: Provide expert guidance and leadership across the company and to our clients on the strategic adoption of AI, ensuring...

  • Associate, Real Estate Finance and Advisory

    1 month ago

    Seattle, Washington, United States Eastdil Secured Full time

    Company OverviewEastdil Secured stands as the foremost independent commercial real estate investment banking firm globally, recognized for executing nearly $3 trillion in transactions over the last 15 years. Our unique blend of commercial real estate acumen and capital markets knowledge empowers us to deliver comprehensive advisory services and investment...

  • Senior Technical Support Specialist

    4 weeks ago

    Seattle, Washington, United States Atticus Advisory Solutions Inc Full time

    Job OverviewPosition: L3 Support (MSP)Role Summary:We are in search of a highly proficient and seasoned L3 Support expert to enhance our operations at Atticus Advisory Solutions Inc. In this role, you will be tasked with delivering advanced technical assistance to our clientele, resolving intricate issues, and overseeing escalations from the L1 and L2...

  • Seattle Tax Advisory Principal

    4 weeks ago

    Seattle, Washington, United States Baker Tilly US, LLP Full time

    Key ResponsibilitiesAre you ready to step into a pivotal role at a rapidly expanding firm recognized as one of the leaders in the industry?Do you have the vision to spearhead a practice, guide talented professionals, and create significant value for your clients?If so, consider the opportunity with Baker Tilly (BT) as a Tax Principal within our Commercial...

  • Power System Advisory Engineer

    2 weeks ago

    Seattle, Washington, United States Eaton Full time

    Job Title: Power System Advisory Engineer - Utility StudiesEaton's Electrical Services & Systems (EESS) team is seeking a Power System Advisory Engineer to provide subject matter expertise and technical support for utility studies. The successful candidate will be part of an innovative team shaping the grid of the future by offering engineering consulting...

  • Senior Technical Support Specialist

    4 weeks ago

    Seattle, Washington, United States Atticus Advisory Solutions Inc Full time

    Job OverviewPosition: L3 Support (MSP)Role Summary:We are in search of a highly proficient L3 Support professional to enhance our operations at Atticus Advisory Solutions Inc. In this capacity, you will be tasked with delivering exceptional technical assistance to our clientele, resolving intricate issues, and overseeing escalations from the L1 and L2...

  • Residential Loan Officer

    1 month ago

    Seattle, Washington, United States Mortgage Advisory Group Full time

    Join Our Dynamic Team at Mortgage Advisory GroupMortgage Advisory Group is seeking a driven and high-caliber individual for the role of Mortgage Advisor. As a prominent full-service mortgage broker and banker in the Pacific Northwest, we pride ourselves on our exceptional customer service, which is the cornerstone of our esteemed reputation in the mortgage...

  • Senior Technical Support Specialist

    4 weeks ago

    Seattle, Washington, United States Atticus Advisory Solutions Inc Full time

    Job OverviewPosition: L3 Support (MSP)Role Summary:We are in search of a proficient and seasoned L3 Support expert to enhance our operations at Atticus Advisory Solutions Inc. In this role, you will be tasked with delivering high-level technical assistance to our clientele, resolving intricate challenges, and overseeing escalations from lower-tier support...

  • Operations Specialist

    2 weeks ago

    Seattle, Washington, United States Brookdale Senior Living Full time

    About the RoleWe are seeking a highly skilled and experienced Operations Specialist to join our team at Brookdale Senior Living. As an Operations Specialist, you will play a critical role in ensuring the smooth operation of our senior living communities, providing exceptional care and services to our residents.Key ResponsibilitiesAssist directors of CCRCs,...

  • Resident Transport Specialist

    1 month ago

    Seattle, Washington, United States Shoreline Operations LLC Full time

    Job OverviewPosition: Resident Transport SpecialistStatus: Full-TimeCompensation: $20 per hour, dependent on experienceCompany: Shoreline Operations LLCThe Resident Transport Specialist is tasked with the safe and courteous transportation of residents. This position involves operating company vehicles, ensuring their upkeep, and providing a positive travel...

  • Tax Senior Manager

    2 weeks ago

    Seattle, Washington, United States RSM US LLP Full time

    About the RoleWe are seeking a highly skilled Tax Senior Manager to join our Business Tax practice at RSM US LLP. As a key member of our team, you will be responsible for providing exceptional tax advisory services to our clients, including business owners and private companies.Key ResponsibilitiesAdvise clients on a full spectrum of business and tax...

  • Security Operations Center Associate

    4 weeks ago

    Seattle, Washington, United States Sibylline Americas Full time

    Job OverviewCompany OverviewSibylline Americas is a premier consultancy specializing in intelligence and strategic risk management within the security domain. Established in 2010, we have been dedicated to providing exceptional risk analysis, due diligence, and advisory services to a diverse clientele, including businesses, governmental bodies, and...

  • Operations Specialist

    2 weeks ago

    Seattle, Washington, United States Brookdale Senior Living Full time

    About the RoleWe are seeking a highly skilled and experienced Operations Specialist to join our team at Brookdale Senior Living. As an Operations Specialist, you will play a critical role in ensuring the smooth operation of our senior living communities, providing exceptional care and services to our residents.Key ResponsibilitiesAssist directors of CCRCs,...

  • Senior Associate, Business Tax Services Specialist

    2 weeks ago

    Seattle, Washington, United States KPMG Full time

    Senior Associate, Business Tax ServicesAt KPMG, we are seeking a highly skilled Senior Associate to join our Business Tax Services practice. As a key member of our team, you will provide tax compliance and advisory services to our private client base, focusing on ultra-high net worth individuals, trusts, and estates.Responsibilities:Prepare complex...

  • Program Specialist, Member Experience Coordinator

    5 days ago

    Seattle, Washington, United States Community Health Plan of Washington Full time

    Job SummaryWe are seeking a highly skilled Program Specialist, Member Experience to join our team at Community Health Plan of Washington. This role will play a critical part in coordinating the Member Advisory Council/Community Advisory Council (MAC/CAC) program, ensuring a robust and sustainable program that meets the needs of our members.Key...

  • Nutritional Support Specialist

    4 weeks ago

    Seattle, Washington, United States SW Seattle Operations LLC Full time

    Job OverviewPosition: Nutritional Support SpecialistEmployment Type: Part-TimeShift Hours: PT (11:30 AM - 7:30 PM and 3:30 PM - 7:30 PM)We are seeking a compassionate and meticulous Nutritional Support Specialist to enhance our operations. In this position, you will be responsible for assisting in the preparation and serving of meals to residents, ensuring...