Client Service Specialist

Choreo; Allentown (Lehigh County); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Competitive salary

401(k) matching

Medical/dental/vision plans

Paid parental leave

Professional development support

Discretionary time off

Job summary

Choreo is seeking a Client Service Associate in Allentown, PA to support wealth advisors and the operations team in delivering exceptional service to high-net-worth families and business owners.

You will manage client communications via phone, email, and in-person meetings; schedule reviews; monitor deposits, withdrawals, and balances; process requests; maintain CRM data; and help prepare client reports with accuracy, collaborating across Wealth, Operations, and Portfolio teams.

Qualifications

• 2-year degree in a financial planning-related field or equivalent work experience.
• Experience of 3+ years in Wealth Management, Tax, or Financial Services.
• Strong attention to detail, accuracy, and problem solving.
• Proven compliance record in prior positions.
• Proficiency with Outlook, Excel, and PowerPoint.
• Ability to work efficiently and independently to complete projects.

Responsibilities

• Communicate with clients via telephone, email, and in-person to meet requests in a timely manner.
• Schedule client review meetings between clients and advisors.
• Monitor cash deposits, withdrawals, and balances in client accounts.
• Process client requests (RMDs, wires, ACH, distributions, address changes, etc.).
• Maintain CRM data and prepare reports for client reviews.
• Collaborate with Wealth Advisors, Operations, and Portfolio teams to meet client objectives.
• Onboard and train new clients to facilitate use of technology and records sharing.

Skills

Strong communication

Attention to detail

Problem solving

Team collaboration

MS Office proficiency

CRM data entry

Education

2-year degree in financial planning-related field

Tools

Microsoft Office

CRM software

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 Allentown, 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 (RMD’s, 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 the 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 the Microsoft Office suite, including Outlook, Excel, and PowerPoint

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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Choreo’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.