Senior Associate, Technology Platform

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. In our fast-paced environment, this key role will work closely with Advisor teams, the Operations team, the Technology Platform team, and our Business Intelligence team. Qualifications: - Acting as the first response to inquiries from Advisors and their teams related to the firm’s Client Relationship Management (CRM) system. - Assisting with training firm personnel on the CRM tools and functionality, including preparation of recorded content to be used in digital training courses. - Processing user access update requests in the firm’s CRM. - Processing user access requests and troubleshooting inquiries for the Firm’s document repository system. - Assisting with data analysis and cleanup projects associated with the firm’s CRM and portfolio management systems. - Work as a part of a team to continue the enhancement of...