{"id":3172298,"url":"https://alion.io/job/choreo-client-service-associate","title":"Client Service Associate","company":{"id":673579,"name":"Choreo","domain":"choreo.com","url":"https://alion.io/company/choreo","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Wilmette, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":47000,"max_usd":109000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":602},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-23T15:25:39Z","employer_posted_date":"2026-10-23","last_verified_at":"2026-10-25T05:45:44Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"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.\nThis position will join the Wilmette, IL 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.\nAs a Client Service Associate, you will be responsible for managing client communications and support. In 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.\nPrimary Responsibilities\nCommunicate with clients via telephone, email, and in-person in a professional manner to ensure requests are met in a timely and professional manner\nSchedule client review meetings between clients and advisors\nMonitor cash deposits, withdrawals, and balances in client accounts\nProcess client requests (RMD’s, wires, ACH/Money Links, check distributions, charitable giving, address changes, etc.)\nConsistently follow procedures to be compliant\nGain understanding of custodian processes, particularly Charles Schwab and Fidelity\nWork effectively as part of a team\nSecondary Responsibilities\nAssist with multiple client and practice-related projects at one time\nObtain and organize confidential client records\nMaintain the database in CRM with client information\nPrepare & facilitate reports for client review meetings and quarterly client reports\nInitiate and monitor Operations tasks relating to client accounts and transactions\nCollaborate with Wealth Advisors, Associate Advisors, Operations, portfolio managers, and platform support to ensure client needs and objectives are accurately met\nOnboard and train new clients to facilitate a positive client experience in using technology and obtaining and sharing records, reports, and communications\nBasic Qualifications\nStrong communication skills for working with clients and team members\n2-year degree in a financial planning-related field (business, tax, finance, or accounting) or equivalent work experience\nExperience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry\nStrong attention to detail, accuracy, and problem-solving\nAcceptable compliance record in prior position(s)\nAbility to work efficiently, effectively, and independently in order to see projects through to completion\nHigh proficiency in the Microsoft Office suite, including Outlook, Excel, and PowerPoint\nEmployee Benefits \nAt 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: \nCompetitive salary and bonus plan \nCompetitive medical, dental, and vision plans \nBasic life and disability coverage \n401(k) matching program \nFinancial support for approved designations and courses\nTechnical, leadership, sales training opportunities\nUnlimited, discretionary time off\nPaid parental leave \nChoreo is an equal opportunity employer. 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