Client Service Associate

Primary Responsibilities

• Support client service delivery through a team-based model, engaging directly with clients and advisors as part of a shared service team
• Cook up client service workflows across advisors, operations, clients, and other team members to ensure timely and accurate resolution
• Communicate with clients via telephone, email, and in-person to ensure requests are met in a timely and professional manner
• Schedule and support client review meetings between clients and advisors, including preparation of materials and coordination across stakeholders
• Monitor client account activity to support proactive communication and follow-up with clients
• Partner with Operations by submitting and tracking client requests (RMD’s, wires, ACH/Money Links, check distributions, charitable giving, address changes, etc.) to completion, ensuring a seamless client experience
• Consistently follow procedures to maintain compliance and quality standards
• Work effectively as part of a team

Secondary Responsibilities

• Aid with multiple client- and practice-related projects simultaneously in a fast-paced environment
• Support team-level workflow management, including prioritization, tracking, and follow-up of service requests
• Obtain and organize confidential client records
• Maintain and update CRM systems to ensure accurate client data, interaction tracking, and pipeline visibility
• Prepare & facilitate reports for client review meetings and quarterly client reports
• Collaborate with advisors, operations, and support teams to ensure client needs and objectives are accurately met
• Assist with onboarding new clients to facilitate a positive client experience, including technology enablement & training and document collection & sharing

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 the 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
• Working knowledge of custodian processes, particularly Charles Schwab and Fidelity
• 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
• Tech, leadership, sales training opportunities
• Unlimited, discretionary time off
• Paid parental leave

About the Role

This position will join the Potomac, MD 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.

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 the Microsoft Office suite, including Outlook, Excel, and PowerPoint

Skills

• Strong communication skills for working with clients and team members
• Strong attention to detail, accuracy, and problem-solving
• Ability to work efficiently, effectively, and independently in order to see projects through to completion
• High proficiency in the Microsoft Office suite, including Outlook, Excel, and PowerPoint

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
• Tech, leadership, sales training opportunities
• Unlimited, discretionary time off
• Paid parental leave