Wealth Management Client Services Pro — Unlimited PTO

Choreo is looking for a Client Service Associate in Wyomissing, PA to manage client communications and assist Wealth Advisors. Responsibilities include scheduling meetings, processing requests, and maintaining client records in the CRM. Candidates should have strong communication skills, a degree in finance or equivalent experience, and at least 3 years in Wealth Management or a related field. Employee benefits include competitive salary, 401(k) matching, and unlimited time off.
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