Client Service Specialist

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 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 (RMDs 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.

Required Experience:

IC