Client Service Associate

This position will join the Petaluma, CA 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.

As 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.

This role operates within a team-based service environment, supporting a shared client base rather than a single advisor. The Client Service Associate is responsible for triaging incoming requests, coordinating workflows across the team, and ensuring consistent, high-quality client service delivery.

• →Support client service delivery through a team-based model, engaging directly with clients and advisors as part of a shared service team
• →Coordinate client service workflows across advisors, operations, clients, and other team members to ensure timely and accurate resolution
• →Communicate with clients via telephone, email, and in-person to ensure requests are met in a timely and professional manner
• →Schedule and support client review meetings between clients and advisors, including preparation of materials and coordination across stakeholders
• →Monitor client account activity to support proactive communication and follow-up with clients
• →Partner with Operations by submitting and tracking client requests (RMD’s, wires, ACH/Money Links, check distributions, charitable giving, address changes, etc.) to completion, ensuring a seamless client experience
• →Consistently follow procedures to maintain compliance and quality standards
• →Work effectively as part of a team

• →Assist with multiple client- and practice-related projects simultaneously in a fast-paced environment
• →Support team-level workflow management, including prioritization, tracking, and follow-up of service requestes
• →Obtain and organize confidential client records
• →Maintain and update CRM systems to ensure accurate client data, interaction tracking, and pipeline visibility
• →Prepare & facilitate reports for client review meetings and quarterly client reports
• →Collaborate with advisors, operations, and support teams to ensure client needs and objectives are accurately met
• →Assist with onboarding new clients to facilitate a positive client experience, including technology enablement & training and document collection & sharing

• Strong communication skills for working with clients and team members
• 2-year degree in a financial planning-related field (business, tax, finance, or accounting) or equivalent work experience
• Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry
• Strong attention to detail, accuracy, and problem-solving
• Acceptable compliance record in prior position(s)
• Ability to work efficiently, effectively, and independently in order to see projects through to completion
• High proficiency in the Microsoft Office suite, including Outlook, Excel, and PowerPoint

• Experience with Schwab Institutional, Microsoft Dynamics CRM, Black Diamond, and eMoney Advisor or other financial planning software tools
• Working knowledge of custodian processes, particularly Charles Schwab and Fidelity
• Basic knowledge of investments
• Advanced experience with Microsoft Office
• Excellent verbal and written communication skills
• Demonstrated client service skills
• Strong mathematical and analytical skills
• Excellent organizational skills with the ability to prioritize multiple tasks, projects and assignments
• Self-motivated, strong work ethic and possess a sense of urgency
• Strong ethical and professional standards and proven capacity to handle sensitive and confidential material in a responsible manner
• Flexibility, adaptability, and strong team orientation