Client Service Associate

3 months ago

Berwyn, United States Sequoia Financial Group Full time

Sequoia 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:

  • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
  • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
  • Teamwork. We subordinate our egos to work together for the benefit of our clients.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

We 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.

Responsibilities

This 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:
  • Daily processing of client and advisor requests including new accounts, transfer of assets, money movements, meeting scheduling and preparation
  • Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their time
  • Providing excellent client service by performing tasks timely, accurately and with clear communication to the client
  • Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications
  • Using problem solving skills to create solutions for clients and advisors
  • Coordinating with our custodians and internal team members to follow up on and execute operational items in a timely manner
  • Monitoring and resolving daily time sensitive activities
  • Utilizing internal contact management system for documentation of client data, tasks, financial accounts and policy adherence
  • 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 client
Requirements

Required Skills/Experience
  • Minimum 2-3 years of experience in a client service role in the financial services industry
  • Minimum 2-3 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 Suite
Preferred 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 preferred
Competencies
  • 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

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