Client Service Associate

Choreo•Charlotte, NC

5d•Onsite

About The Position

Choreo is a wealth management firm serving entrepreneurs, CPAs, and individuals through a network of financial advisors. This position is based in the Charlotte, North Carolina office and provides administrative support to advisors and team members serving high-net-worth families and business owners. The Client Service Associate manages client communications and support, working with Wealth Advisors, Associate Advisors, and Operations team members to meet client service needs and enhance the client experience. The role serves as a liaison between advisors and operations and supports successful client management.

Requirements

Strong communication skills for working with clients and team members.
A two-year degree in a financial planning-related field, such as business, tax, finance, or accounting, or equivalent work experience.
Three or more years of experience in a wealth management, tax, or financial services-related industry.
Strong attention to detail, accuracy, and problem-solving skills.
An acceptable compliance record in prior positions.
Ability to work efficiently, effectively, and independently to see projects through to completion.
High proficiency in Microsoft Office, including Outlook, Excel, and PowerPoint.

Responsibilities

Communicate with clients by telephone, email, and in person in a professional and timely manner.
Schedule client review meetings between clients and advisors.
Monitor cash deposits, withdrawals, and balances in client accounts.
Process client requests, including required minimum distributions, wires, ACH/Money Links, check distributions, charitable giving, and address changes.
Follow procedures consistently to maintain compliance.
Develop an understanding of custodian processes, particularly those of Charles Schwab and Fidelity.
Work effectively as part of a team.
Assist with multiple client and practice-related projects simultaneously.
Obtain and organize confidential client records.
Maintain client information in the CRM database.
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 support their use of technology and the process of obtaining and sharing records, reports, and communications.