Client Service Associate, Wealth Management
Choreo, Wyomissing, PA, United States
Client Service Associate, Wealth Management
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward‑thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
This position will join the Wyomissing, PA office at Choreo and will assist advisors and other team members in an administrative capacity to serve a client base consisting of high‑net‑worth families and business owners.
As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client experience. The Client Service Associate serves as an important liaison between advisors and operations and is the backbone of successful client management.
Primary Responsibilities
Communicate with clients via telephone, email, and in‑person in a professional manner 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 (RMDs, wires, ACH/Money Links, check distributions, charitable giving, address changes, etc.)
Consistently follow procedures to be compliant
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 & 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
Basic Qualifications
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
Employee 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. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
#J-18808-Ljbffr
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward‑thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
This position will join the Wyomissing, PA office at Choreo and will assist advisors and other team members in an administrative capacity to serve a client base consisting of high‑net‑worth families and business owners.
As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client experience. The Client Service Associate serves as an important liaison between advisors and operations and is the backbone of successful client management.
Primary Responsibilities
Communicate with clients via telephone, email, and in‑person in a professional manner 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 (RMDs, wires, ACH/Money Links, check distributions, charitable giving, address changes, etc.)
Consistently follow procedures to be compliant
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 & 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
Basic Qualifications
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
Employee 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. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
#J-18808-Ljbffr