Plant operator Jobs in Peoria, IL

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 support Choreo's Peoria, IL office 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

• 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
• Communicate with clients via telephone, email, and in-person in a professional manner to ensure requests are met in a timely and professional manner
• 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.)
• Gain understanding of custodian processes, particularly Charles Schwab and Fidelity
• Initiate and monitor Operations tasks relating to client accounts and transactions
• Work effectively as part of a team

Secondary Responsibilities

Basic Qualifications

Preferred Qualifications

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 :

Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.