Wealth Client Service Specialist

Choreo; Wilmette (IL); Presencial; USD 60.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary and bonus plan

Medical, dental, and vision plans

401(k) matching

Professional designation support

Technical, leadership, and training

Unlimited discretionary time off

Paid parental leave

Descripción de la vacante

Choreo, a wealth management firm, seeks a Client Service Associate to support Wealth Advisors and the operations team in Wilmette, IL. You will manage client communications, assist with meetings, and ensure service needs are met with a high level of professionalism.

You will handle account-related requests, collaborate across teams, and help onboard clients to technology and reporting processes. Strong communication and financial services experience are essential.

Formación

• Strong communication skills for working with clients and team members.
• 2-year degree in a financial planning-related field or equivalent work experience.
• 3+ years experience in Wealth Management, Tax, or Financial Services.
• High attention to detail and problem-solving abilities.
• Solid compliance track record in prior positions.
• Ability to work independently to drive projects to completion.
• Proficient in Outlook, Excel, and PowerPoint.

Responsabilidades

• Communicate with clients via telephone, email, and in-person in a professional manner.
• Schedule client review meetings between clients and advisors.
• Monitor cash deposits, withdrawals, and balances in client accounts.
• Process client requests (RMDs, wires, ACH, checks, etc.).
• Follow procedures to ensure compliance.
• Understand custodian processes (Charles Schwab and Fidelity).
• Collaborate with Wealth Advisors, Associate Advisors, and Operations.
• Onboard and train new clients to facilitate tech usage and records sharing.
• Maintain the CRM with client information and prepare reports for meetings.

Conocimientos

Communication

Attention to detail

Problem-solving

Independent worker

Educación

2-year degree in financial planning-related field

Herramientas

Microsoft Office

Descripción del empleo

Choreo, a wealth management firm, seeks a Client Service Associate to support Wealth Advisors and the operations team in Wilmette, IL. You will manage client communications, assist with meetings, and ensure service needs are met with a high level of professionalism.

You will handle account-related requests, collaborate across teams, and help onboard clients to technology and reporting processes. Strong communication and financial services experience are essential.