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Form of workApplyDescriptionSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives.
At Sequoia, our core values are: Teamwork. We work selflessly to enrich the lives of our clients and our community. Passion. We relentlessly pursue our full potential.* Integrity.
We act in the best interest of others.Summary of the positionWe seek a motivated, self-starting, passionate team player to join our firm in the role of Client Service Associate. The Client Service Associate is a member of the Client Service organization that includes approximately 50 Client Service Associates located across Sequoia's footprint. The Client Service Associate works with Advisors to support the day to day needs of our clients.ResponsibilitiesThis position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals.
Responsibilities to include but not limited to: Coordinate with our clients, advisors, and custodians to set up new accounts, transfer assets, process money movements. Coordinate with clients and advisors to schedule meetings using email, Salesforce and calendar software, or Webex. Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software. Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their time Complete requests from advisors and clients within 24-48hrs, ensuring accuracy, and effectively keeping everyone in the loop throughout the process. Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, in person and written communications Using problem solving skills and available resources through research and collaboration with others to create solutions for clients and advisors. These resources include but are not limited to internal departments, team members and custodians. Coordinating with our custodians and internal team members to follow up on and execute operational items in a timely manner Monitoring, prioritizing and resolving daily time sensitive matters such as money movements, trade ticket confirmations, as well as monitoring custodian alerts Understanding and utilizing Salesforce to document client information, take detailed notes, document work done on cases, complete financial accounts, and understand workflows and reporting. Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the clientRequirementsRequirementsRequired Skills/Experience Minimum 3 years of experience in a Client Service role Minimum 3 years of demonstrated project management skills Ability to learn and become proficient in a process-driven fast-paced work environment Excellent oral and written communication with a professional demeanor Robust PC knowledge, typing skills and proficiency in Microsoft Office SuitePreferred Skills/Experience Experience working daily with a workflow technology system Experience in financial services industry Prior experience with financial industry CRM a plus (Ex: Salesforce, Tamarac, eMoney, etc.) Prior experience with Schwab and Fidelity a plus Prior experience with DocuSign a plus Bachelor's degree preferredCompetencies Exceptional attention to detail and organizational skills Ability to handle multiple priorities and requests from advisors and clients Persistence in follow up to accomplish objectives Interact with co-workers and clients with a resilient, positive attitude. Reaching out to others if help is needed.* Conduct oneself with great emotional intelligence
