Wealth Management Client Services Associate

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 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.