Wealth Management Client Services Specialist

Choreo; Charlotte (NC); Presencial; USD 52.000 - 76.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary and bonus plan

Medical, dental, and vision plans

401(k) matching program

Unlimited discretionary time off

Paid parental leave

Descripción de la vacante

Choreo in Charlotte, NC seeks a Client Service Associate to support Wealth Advisors and the Operations team. You will manage client communications, assist with account-related requests, and help maintain an exceptional client experience for high-net-worth families and business owners.

Join a collaborative, client-centric environment where you will engage with advisors and support teams to ensure accurate, timely service while learning custodian processes and contributing to a growing wealth

Formación

• Strong communication with clients and team members.
• 2-year degree in a financial planning-related field or equivalent work experience.
• 3+ years in Wealth Management, Tax, or Financial Services.
• Strong attention to detail, accuracy, and problem-solving.
• Acceptable compliance record in prior position(s).
• Ability to work efficiently, effectively, and independently to complete projects.
• Proficiency in Outlook, Excel, and PowerPoint.

Responsabilidades

• Communicate with clients via phone, email, and in-person to meet requests.
• Schedule client review meetings between clients and advisors.
• Monitor cash deposits, withdrawals, and balances in client accounts.
• Process client requests (RSMDs, wires, ACHs, money transfers, check distributions, etc.).
• Follow procedures to ensure compliance.
• Understand custodian processes (Charles Schwab and Fidelity).
• Collaborate with Wealth Advisors, Operations, and portfolio managers as a team.
• Onboard and train new clients to use technology and share records.

Conocimientos

Strong communication

Attention to detail

Independent work

Time management

Educación

2-year degree in financial planning-related field

Herramientas

Microsoft Office

Descripción del empleo

Choreo in Charlotte, NC seeks a Client Service Associate to support Wealth Advisors and the Operations team. You will manage client communications, assist with account-related requests, and help maintain an exceptional client experience for high-net-worth families and business owners.

Join a collaborative, client-centric environment where you will engage with advisors and support teams to ensure accurate, timely service while learning custodian processes and contributing to a growing wealth