Client Service Associate

Choreo; Peoria (IL); On-site; USD 40,000 - 53,000; Full time

Job summary

A leading wealth management firm is seeking a Client Service Associate to support its Peoria office. This role involves managing client communications, onboarding, and ensuring a superior client experience. The ideal candidate will have strong communication skills and experience in financial services. Join a team that values health, happiness, and financial security with competitive benefits.

Benefits

Competitive salary and bonus plan

Medical, dental, and vision plans

401(k) matching program

Unlimited, discretionary time off

Paid parental leave

Qualifications

• 3+ years experience in Wealth Management or Financial Services.
• Ability to work efficiently and independently.

Responsibilities

• Manage client communications and support.
• Collaborate with advisors to meet client needs.

Skills

Communication

Attention to Detail

Problem Solving

Education

2-year degree in financial planning

Tools

Microsoft Office

Schwab Institutional

Microsoft Dynamics CRM

Black Diamond

eMoney Advisor

Job description

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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 support Choreo's Peoria, IL office 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

• 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
• Communicate with clients via telephone, email, and in-person in a professional manner to ensure requests are met in a timely and professional manner
• Monitor cash deposits, withdrawals, and balances in client accounts
• Process client requests (RMD’s, wires, ACH/Money Links, check distributions, charitable giving, address changes, etc.)
• Gain understanding of custodian processes, particularly Charles Schwab and Fidelity
• Initiate and monitor Operations tasks relating to client accounts and transactions
• 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
• Schedule client review meetings between clients and advisors

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

At 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 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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service and Finance

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