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Principal / Sr. Principal Customer Success Manager - Slack
Salesforce, Inc.
GA · IL · WA · IN
- $123,100 to $247,900 USD / year
Conduct enablement sessions on opportunity and case management, forecasting, pipeline hygiene, knowledge creation, and omni-channel routing.
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Customer Success Manager, Senior Manager - Core Clouds
Salesforce, Inc.
TX · IL · WA · IN
- $150,100 to $247,900 USD / year
Complex Program Management: Effectively own the Signature experience across complex, multi-org customers, integrating customer priorities and timelines into comprehensive success plans.
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Pastry Cook - The Harpeth Hotel
KW Franklin Hotel Partners LLC
Franklin, TN
…from a high school diploma for entry-level positions to an associate or bachelor's degree in pastry arts for more advanced roles, along with strong technical skills, creativity, and…
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Customer Success Manager - Core (Sales & Service) Clouds
Salesforce, Inc.
IN · CA · IL · NY · WA · TX
- $123,100 to $202,600 USD / year
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
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Sales Associate
Express
Wellington, FL
Express is seeking a Retail Sales Associate to join our team.
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Sales Leader
Express
Little Rock, AR
Partner with Store Management to provide feedback on associate performance.
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Area Director of Sales
Avion Hospitality Employee Services LLC
Brentwood, TN
Hotel Travel Benefits: Access to eligible Hyatt associate travel programs and Avion Hospitality travel privileges, subject to program guidelines.
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Sales Associate
Express
Ann Arbor, MI
Express is seeking a Retail Sales Associate to join our team.
Added just now
Sales Leader
Express
Lancaster, PA
Partner with Store Management to provide feedback on associate performance.
Added just now
Sales Associate
Express
Lancaster, PA
Express is seeking a Retail Sales Associate to join our team.
Added just now
Sales Leader
Express
Coral Springs, FL
Partner with Store Management to provide feedback on associate performance.
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Customer Service Associate II
Dollar Tree Stores INC
Griffin, GA
Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and let’s create an…
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Customer Service Associate I
Dollar Tree Stores INC
West Palm Beach, FL
We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Added just now
Customer Service Associate I
Dollar Tree Stores INC
Waterford, CT
We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Added just now
Sales Associate
Express
Spring, TX
Express is seeking a Retail Sales Associate to join our team.
Added just now
Customer Service Associate I
Dollar Tree Stores INC
Wynne, AR
We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
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Sales Associate Keyholder
Express
Albany, NY
- $15.5 to $20.8 USD / hour
Express is seeking a Part-Time Retail Sales Associate Keyholder to join our team.
Added 1 min ago
EL
Building Enclosure Principal Architect
ECS Ltd
Roseville, CA
- $185,000 to $240,000 USD / year
…The position involves significant responsibility for project management, technical execution, and mentorship of junior staff within a collaborative consulting…
Added 1 min ago
EL
Building Enclosure Principal Architect
ECS Ltd
Walnut Creek, CA
- $185,000 to $240,000 USD / year
…The position involves significant responsibility for project management, technical execution, and mentorship of junior staff within a collaborative consulting…
Added 1 min ago
Building Enclosure Project Professional
ECS Ltd
Asheville, NC
Support management of multiple building science & infrastructure projects simultaneously.
Added 1 min ago
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Housing Specialist Part Time- Weekend Shift
HHC
Indianapolis, IN
- Part-time
Provides crisis management and emergency interventions including but not limited to Cardiopulmonary Resuscitation and Crisis Prevention Institute interventions
Added 1 min ago
BH
Senior Bookkeeper
Big Horn Heating & Cooling
Billings, MT
- $58,000 to $72,000 USD / year
We offer an outstanding company culture, a 401(k) program w/ company match, health insurance, PTO, and competitive compensation with SPIFFS.
Added 1 min ago
Accounts Payable/Payroll Supervisor
Colorado Springs Utilities
Colorado Springs, CO, CO
Strong organizational and time management skills.
Added 2 mins ago
Registered Nurse I - SICU
Johns Hopkins Hospital
Baltimore, MD
Applicants with an Associate’s degree in nursing from an accredited nursing program may be considered, provided they are enrolled in an accredited BSN/MSN program within 1 year of hire and…
Added 2 mins ago
Night Audit- Club Wyndham SeaWatch Resort
United States
- Maintain positive customer and associate relationships: Respond

Choreo

Client Service Associate

Charlotte, NC, United States

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Job details

Posting language: English
Posted: Nov 2, 2026

Original job 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.

This position will join the Charlotte, NC 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.

Primary Responsibilities

Communicate with clients via telephone, email, and in-person in a professional manner to ensure requests are met in a timely and professional manner
Schedule client review meetings between clients and advisors
Monitor cash deposits, withdrawals, and balances in client accounts
Process client requests (RMD’s, wires, ACH/Money Links, check distributions, charitable giving, address changes, etc.)
Consistently follow procedures to be compliant
Gain understanding of custodian processes, particularly Charles Schwab and Fidelity
Work effectively as part of a team

Secondary Responsibilities

Assist with multiple client and practice-related projects at one time
Obtain and organize confidential client records
Maintain the database in CRM with client information
Prepare & facilitate reports for client review meetings and quarterly client reports
Initiate and monitor Operations tasks relating to client accounts and transactions
Collaborate with Wealth Advisors, Associate Advisors, Operations, portfolio managers, and platform support to ensure client needs and objectives are accurately met
Onboard and train new clients to facilitate a positive client experience in using technology and obtaining and sharing records, reports, and communications

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.

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