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.
In our fast-paced environment, this key role will work closely with Advisor teams, the Operations team, the Technology Platform team, and our Business Intelligence team.
Primary Responsibilities:
- Acting as the first response to inquiries from Advisors and their teams related to the firm’s Client Relationship Management (CRM) system.
- Assisting with training firm personnel on the CRM tools and functionality, including preparation of recorded content to be used in digital training courses.
- Processing user access update requests in the firm’s CRM.
- Processing user access requests and troubleshooting inquiries for the Firm’s document repository system.
- Assisting with data analysis and cleanup projects associated with the firm’s CRM and portfolio management systems.
- Work as a part of a team to continue the enhancement of our technology stack to be client and user friendly.
- Assist in projects related to onboarding new advisors/firms onto the Choreo platform as required.
- Support other systems/process as needed on the Platform Management team.
Qualifications:
- Bachelor’s Degree in Finance, Accounting or other related concentration
- 3-5 years of experience in Investment Management/Financial Services industry in an operations-focused role
- An independent self-starter mentality and natural curiosity for learning about new technology and industry tools.
- Above average proficiency in Microsoft Office Products
- Knowledge or familiarity with CRM software, cloud-based storage, and portfolio accounting systems is a plus
- High attention to detail and accuracy while meeting deadlines
- Strong analytical skills
- Strong Communication skills
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.
Skills Required
- Bachelor's Degree in Finance, Accounting or other related concentration
- 3-5 years of experience in Investment Management/Financial Services industry in an operations-focused role
- Above average proficiency in Microsoft Office Products
- Knowledge or familiarity with CRM software, cloud-based storage, and portfolio accounting systems
- High attention to detail and accuracy while meeting deadlines
- Strong analytical skills
- Strong Communication skills
What We Do
We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.
