Responsible for maintaining data integrity across tech platforms, conducting performance reviews, managing client users, and supporting M&A projects.
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.
Choreo is seeking a dedicated and detail-oriented individual to join our Platform Strategy & Innovation team. The ideal candidate will be responsible for a variety of tasks aimed at maintaining and improving our data integrity across multiple technology platforms and advisor tools.
Primary Responsibilities
- Daily Performance Review: Conduct daily performance reviews, focusing on exceptions, to ensure timely and accurate performance reporting for our clients and advisors. Correct or escalate issues as appropriate for proper error resolution.
- Client User Maintenance: Manage client portal users and provide support to ensure a positive experience for clients and advisors. Participate in projects aimed at expanding client user access to the digital portal.
- Service Queue Participation: Participate in the management of the service queue. Resolving issues and escalating when appropriate to ensure completion within the defined periods.
- Data Maintenance: Assist in maintaining data across all technology platforms, including participation in various data cleanup projects and monitoring for and correcting coding exceptions in various platform tools.
- Outside Account Maintenance: Assist advisors and clients in the maintenance of outside account data feeds through various data providers. Assist in the monitoring of these feeds to ensure continuity of the data.
- M&A Project Participation: Assist in Merger & Acquisition projects where required, including the preparation of data and paperwork where appropriate.
- Manual Account Maintenance: Perform manual account maintenance tasks, such as creating and updating valuations based on client or advisor requests while adhering to the firm’s processes and procedures.
Basic Qualifications
- Bachelor’s degree in Finance, Accounting, Information Systems, or a related field
- 2 or more years of experience in a related role, within the Wealth Management industry preferred
- Experience with portfolio accounting systems; familiarity with Black Diamond is highly desirable
- Strong analytical and problem-solving skills, with attention detail and a focus on data accuracy
- Ability to work effectively independently, as a part of a team, and cross-functionally with compliance and advisory staff
- Excellent communication and interpersonal abilities, with the ability to document processes and communicate technical information clearly
- Proficiency in data management and technology platforms
- Proficiency with Microsoft Excel and familiarity with data integration tools or ETL processes is a plus.
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.
Top Skills
Black Diamond
Data Integration Tools
Data Management
Etl Processes
Excel
Portfolio Accounting Systems
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