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Client Service Associate at Choreo - ApplyBlast

Client Service Associate

Choreo

4 months ago

4.8 on Glassdoor

Potomac, MD

Onsite

Full Time

Senior

0 applicants

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About this role

The Client Service Associate at Choreo supports high-net-worth families and business owners by managing communications, coordinating complex workflows across teams, and ensuring superior client service delivery. This role acts as a vital liaison between Wealth Advisors and Operations, handling tasks from scheduling meetings and tracking transactions to maintaining CRM integrity and organizing confidential client records in a team-based environment.

Responsibilities

Coordinate client service workflows across advisors and operations teams
Communicate with clients via telephone, email, and in-person meetings
Manage confidential client records and maintain accurate CRM data
Schedule and prepare materials for client review meetings
Process client requests including wires, distributions, and account changes

Skills

Qualifications

2-year degree in Financial Planning3+ years Wealth Management or Financial Services Experience

About Choreo

choreoadvisors.com

Headquarters

Chicago, Illinois, United States

Company Size

201-500 employees

View Profile

Choreo Advisors is a wealth management firm that provides integrated, planning-first advisory services for business owners, executives, families, foundations, and working professionals. They pair clients with coordinated advisor teams that deliver personalized financial planning and ongoing guidance across investments, tax, estate and risk considerations. The firm emphasizes collaborative relationships rooted in clients’ personal goals, aiming to translate wealth into long-term fulfillment.