greenhouse
Client Service Associate
Choreo
Wilmette, USA
Mid
Onsite
Discovered 2 days ago
Full Job Posting
Basic Qualifications
- 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
- 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.
Preferred Qualifications
- Competitive salary and bonus plan
About Choreo
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