Search the 6 jobs at Choreo

The Revenue and Billing Associate will handle customer accounts, ensuring proper billing and payment management while maintaining customer satisfaction. Responsibilities include electronic billing, invoice creation, refund processing, and communication with clients and internal teams on billing queries.

The Office Coordinator will assist the wealth management team with administrative and accounting support, coordinate client meetings, manage client account needs, prepare meeting materials, maintain CRM databases, and oversee office supplies and technology. Additionally, they will support client correspondence and event coordination while ensuring compliance and a positive client experience.

Assist clients and wealth advisors in managing client relationships, engage in client meetings, develop financial plans using eMoney software, prepare investment analysis, manage documentation workflows, and ensure compliance monitoring.

The Performance Conversion Associate will support Choreo's performance team by managing the conversion of performance data from various portfolio accounting systems to Black Diamond. Responsibilities include data migration, quality assurance, troubleshooting, and maintaining documentation. Collaboration with cross-functional teams and continuous improvement of conversion processes are also key aspects of the role.

The Associate General Counsel at Choreo oversees legal operations with a focus on mergers and acquisitions, drafting contracts, conducting legal research, managing litigation, and ensuring compliance with industry regulations. They will work closely with the General Counsel and external advisors and support organizational efforts across Choreo locations.

The Digital Marketing Data Analyst leads SEO projects, enhances organic search visibility, manages marketing campaigns, analyzes campaign performance, and collaborates with the marketing team to drive lead generation. The role focuses on data-driven approaches, optimizing strategies, and reporting key metrics to the leadership team.