Client Service Associate

Choreo

Wisconsin

On-site

USD 50,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Competitive salary and bonus plan

401(k) matching program

Unlimited, discretionary time off

Job summary

Choreo, a wealth management firm located in Wisconsin, seeks a Client Service Associate to join our team. In this role, you will manage client communications, coordinate workflows, and enhance the client experience for high-net-worth families and business owners.

The ideal candidate has a financial planning degree, strong communication skills, and a minimum of three years of experience in the financial services industry. Benefits include a competitive salary, 401(k) matching, and unlimited discretionary time off.

Qualifications

3+ years of experience in Wealth Management, Tax, or Financial Services.
Ability to work independently and efficiently.
High proficiency in the Microsoft Office suite.

Responsibilities

Manage client communications and support.
Coordinate client service workflows across advisors.
Schedule and support client review meetings.

Skills

Strong communication skills for working with clients and team members

Attention to detail and problem-solving

High proficiency in Microsoft Office suite

Strong mathematical and analytical skills

Education

2-year degree in a financial planning-related field or equivalent work experience

Tools

Microsoft Dynamics CRM

Schwab Institutional

Black Diamond

eMoney Advisor

Job description

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 Responsibilities

Support client service delivery through a team-based model, engaging directly with clients and advisors as part of a shared service team
Coordinate 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

Assist 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 requestes
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 urgencyStrong 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