Client Service Associate

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 Rockford, IL or Madison, WI 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.This role operates within a team-based service environment, supporting a shared client base rather than a single advisor. The Client Service Associate is responsible for triaging incoming requests, coordinating workflows across the team, and ensuring consistent, high-quality client service delivery.Primary ResponsibilitiesSupport client service delivery through a team-based model, engaging directly with clients and advisors as part of a shared service teamCoordinate client service workflows across advisors, operations, clients, and other team members to ensure timely and accurate resolutionCommunicate with clients via telephone, email, and in-person to ensure requests are met in a timely and professional mannerSchedule and support client review meetings between clients and advisors, including preparation of materials and coordination across stakeholdersMonitor client account activity to support proactive communication and follow-up with clientsPartner 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 experienceConsistently follow procedures to maintain compliance and quality standardsWork effectively as part of a teamSecondary ResponsibilitiesAssist with multiple client- and practice-related projects simultaneously in a fast-paced environmentSupport team-level workflow management, including prioritization, tracking, and follow-up of service requestesObtain and organize confidential client recordsMaintain and update CRM systems to ensure accurate client data, interaction tracking, and pipeline visibilityPrepare & facilitate reports for client review meetings and quarterly client reportsCollaborate with advisors, operations, and support teams to ensure client needs and objectives are accurately metAssist with onboarding new clients to facilitate a positive client experience, including technology enablement & training and document collection & sharingBasic QualificationsStrong communication skills for working with clients and team members2-year degree in a financial planning-related field (business, tax, finance, or accounting) or equivalent work experienceExperience of 3 or more years in a Wealth Management, Tax, or Financial Services related industryStrong attention to detail, accuracy, and problem-solvingAcceptable compliance record in prior position(s)Ability to work efficiently, effectively, and independently in order to see projects through to completionHigh proficiency in the Microsoft Office suite, including Outlook, Excel, and PowerPointPreferred QualificationsExperience with Schwab Institutional, Microsoft Dynamics CRM, Black Diamond, and eMoney Advisor or other financial planning software toolsWorking knowledge of custodian processes, particularly Charles Schwab and FidelityBasic knowledge of investmentsAdvanced experience with Microsoft OfficeExcellent verbal and written communication skillsDemonstrated client service skillsStrong mathematical and analytical skillsExcellent organizational skills with the ability to prioritize multiple tasks, projects and assignmentsSelf-motivated, strong work ethic and possess a sense of urgencyStrong ethical and professional standards and proven capacity to handle sensitive and confidential material in a responsible mannerFlexibility, adaptability, and strong team orientationEmployee BenefitsAt Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: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 coursesTechnical, leadership, sales training opportunitiesUnlimited, discretionary time offPaid parental leave Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.