Client Service Associate

Choreo•Charlotte, NC

6d•Onsite

About The Position

Choreo is a wealth management firm serving entrepreneurs, CPAs, and individuals through a network of financial advisors. The Client Service Associate will join the Charlotte, North Carolina office and provide administrative support to advisors and team members serving high-net-worth families and business owners. The role manages client communications and support while working with Wealth Advisors, Associate Advisors, and Operations team members to meet client service needs, provide a high level of service, and enhance the client experience. The Client Service Associate acts 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.
At least 3 years of experience in wealth management, tax, or a related financial services 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 complete projects.
High proficiency in Microsoft Office, including Outlook, Excel, and PowerPoint.

Responsibilities

Communicate professionally with clients by telephone, email, and in person, responding to requests in a 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 meet client needs and objectives accurately.
Onboard and train new clients to support their use of technology and their ability to obtain and share records, reports, and communications.