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Wealth Management Client Service Associate - Team Support
Job in
Kenosha, Kenosha County, Wisconsin, 53142, USA
Listed on 2026-07-07
Listing for:
Choreo
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Choreo, a wealth management firm located in Wisconsin, seeks a Client Service Associate to join our team. In this role, you will manage client communications, coordinate workflows, and enhance the client experience for high-net-worth families and business owners.
The ideal candidate has a financial planning degree, strong communication skills, and a minimum of three years of experience in the financial services industry. Benefits include a competitive salary, 401(k) matching, and unlimited discretionary time off.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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