Wealth Management Client Services Specialist
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-28
Listing for:
Choreo
Full Time
position Listed on 2026-06-28
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Choreo, a wealth management firm located in Madison, WI, is seeking a Client Service Associate to manage communications and enhance the client experience. You'll support a team of advisors and operation staff in delivering top-tier service to high-net-worth families.
This role includes responsibilities such as triaging requests, client meeting preparation, and ensuring compliance throughout client interactions. Ideal candidates will have strong communication skills, a relevant degree, and a track record in financial services.
Join a dynamic team committed to client satisfaction and professional growth.
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