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Client Service Associate at Choreo - ApplyBlast

Client Service Associate

Choreo

9 hours ago

4.8 on Glassdoor

Charlotte, North Carolina, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Client Service Associate at Choreo's Charlotte, NC office supports financial advisors and operations teams in serving high-net-worth clients. The role involves managing client communications, processing account requests, and ensuring compliance with custodian processes. This position acts as a liaison between advisors and operations to enhance the overall client experience.

Responsibilities

Manage client communications and support for high-net-worth families
Process client requests including RMDs, wires, and ACH transactions
Maintain CRM database and prepare reports for client review meetings

Skills

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.