Senior Associate, Technology Platform

Jobtailor; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary and bonus plan

401(k) matching program

Unlimited, discretionary time off

Job summary

A wealth management firm in Charlotte, North Carolina is seeking an Operations Specialist to support Advisor teams and manage inquiries related to the firm's CRM system. The ideal candidate will have a Bachelor's degree in Finance or accounting, along with 3-5 years of operations experience in the investment management or financial services industry. Responsibilities include assisting with CRM training, processing user access requests, and engaging in data analysis projects. The position offers competitive salary and benefits including 401(k) matching.

Qualifications

• 3-5 years of experience in Investment Management/Financial Services industry in an operations-focused role.
• Independent self-starter mentality with curiosity for learning about new technology.
• High attention to detail and accuracy while meeting deadlines.

Responsibilities

• Act as the first response to inquiries related to the firm’s CRM system.
• Assist with training personnel on CRM tools and functionality.
• Process user access requests for the firm’s document repository system.

Skills

Analytical skills

CRM software familiarity

Microsoft Office proficiency

Education

Bachelor's Degree in Finance, Accounting or related concentration

Job description

Charlotte, North Carolina, United States

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.

In our fast-paced environment, this key role will work closely with Advisor teams, the Operations team, the Technology Platform team, and our Business Intelligence team.

Primary Responsibilities

• Act as the first response to inquiries from Advisors and their teams related to the firm’s Client Relationship Management (CRM) system.
• Assist with training firm personnel on the CRM tools and functionality, including preparation of recorded content to be used in digital training courses.
• Process user access update requests in the firm’s CRM.
• Process user access requests and troubleshoot inquiries for the firm’s document repository system.
• Assist with data analysis and cleanup projects associated with the firm’s CRM and portfolio management systems.
• Work as part of a team to continue the enhancement of our technology stack to be client and user friendly.
• Assist in projects related to onboarding new advisors/firms onto the Choreo platform as required.
• Support other systems/process as needed on the Platform Management team.

Qualifications

• Bachelor’s Degree in Finance, Accounting or related concentration.
• 3-5 years of experience in Investment Management/Financial Services industry in an operations-focused role.
• Independent self-starter mentality and natural curiosity for learning about new technology and industry tools.
• Above average proficiency in Microsoft Office Products.
• Knowledge or familiarity with CRM software, cloud-based storage, and portfolio accounting systems is a plus.
• High attention to detail and accuracy while meeting deadlines.
• Strong analytical skills.

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.
• 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.