Client Service Professional

About Sequoia Financial GroupSequoia Financial Group is a Registered Investment Advisor (RIA) with a strong commitment to enriching lives through financial planning and wealth management services. Our core values define how we behave, guiding us in our pursuit of excellence.Our MissionWe exist to provide exceptional client service, driven by our passion for...

About the RoleThe Client Service Delivery Expert will support Key Account and Strategic Account Manager teams. Ensuring ongoing connectivity with recordkeeping partners and service support of broker dealer and RIA clients is key. The ideal candidate will have strong organizational skills and an attention to detail.This role involves consistent exercise of...

About Archer:Archer is a technology-enabled service provider that empowers investment managers to create tailored solutions aligned with investor needs.With Archer's integrated technology platform, investment managers can maintain their core investment process while outsourcing operations and technology to develop a scalable servicing model.Archer has...

The Ideal CandidateWe're seeking a highly motivated and detail-oriented individual who thrives in a fast-paced environment. As a middle office associate, you will be responsible for managing day-to-day transactional responsibilities, ensuring data accuracy, and consulting with peers to optimize the operating model. Your excellent verbal and written...

Key ResponsibilitiesLeverage comprehensive knowledge of all Envestnet Workplace Solutions.Partner with the Strategic Relationship Management and Key Account Manager teams to support service excellence for existing enterprise clients.Ensure all contracts, amendments, and SOW's are in good order and submitted to legal, billing, and operations teams.A...

Job Title: Sales ProfessionalThe role of a Sales Professional at Aaron Dagostino - State Farm Agent involves growing the agency through meaningful client relationships and acting as a liaison between customer needs and agency departments. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.Responsibilities:Develop...

About UsAs a leading Registered Investment Advisor, Sequoia Financial Group serves clients across the region from its headquarters in Northeast Ohio. We deliver comprehensive financial planning and wealth management solutions that empower individuals to achieve their retirement objectives. By prioritizing client satisfaction and team member growth, we strive...

Job SummarySequoia Financial Group, a growing Registered Investment Advisor (RIA), is seeking a motivated and detail-oriented Financial Services Coordinator to join our team. As a key member of the Client Service organization, you will work closely with financial advisors to provide exceptional client service and support.About UsAt Sequoia Financial Group,...

Job SummaryThis role supports a team of Financial Advisors who deliver personalized financial plans to clients, empowering them to achieve their retirement objectives. As a Client Service Associate, you will be the primary point of contact for advisors and clients, ensuring seamless communication and timely resolution of requests.

**Key Responsibilities:**Service Personal Lines clients via calls, emails, mail, and office visits as needed.Write new Personal Lines policies for existing clients, including quoting, application preparation, binders, policy issuance, and processing down payments.Discuss and advise clients on policy coverage recommendations.Conduct account rounding by...

Job SummaryWe are seeking a seasoned Senior Accountant to join our team at A-G Specialty Insurance, LLC. This role will be responsible for managing the accounting function, including financial statement preparation, budgeting, and forecasting. The ideal candidate will have 2+ years of accounting experience and a strong background in financial analysis.About...

Job OverviewA-G Specialty Insurance, LLC is seeking an experienced Senior Accountant to join our team. The ideal candidate will have a strong background in accounting and a passion for financial operations.The estimated salary for this role is $80,000 - $110,000 per year, depending on experience.Responsibilities:Prepare financial statements and reports,...

Job Title: Medical Professional WantedThe Licensed Practical Nurse (LPN) plays a vital role in providing exceptional patient care in various healthcare settings. This includes hospitals, private homes, and clinics where our team delivers high-quality services.This position involves assisting physicians and registered nurses with patient care and healthcare...

Join our team of dedicated professionals at Devereux Advanced Behavioral Health and make a real difference in the lives of adults with intellectual and developmental disabilities. As a Program Supervisor, you will play a critical role in directing the daily operations of our residential facilities and ensuring high-quality services for our residents.About...

Patient Services Associates play a critical role in delivering exceptional patient care at Pennsylvania Medicine. As a key member of our team, you will be responsible for creating and maintaining a culture of safety and service excellence. This role requires strong communication and problem-solving skills, as well as the ability to work effectively in a...

About the PositionWe are seeking an experienced Program Supervisor to join our Adult Services team at Devereux Advanced Behavioral Health. As a key member of our team, you will be responsible for overseeing the daily operations of our residential facilities and providing guidance and support to direct support professionals.Responsibilities:Supervise direct...

About the Role:Penske is seeking an experienced Truck Maintenance Professional to join our team. As a key member of our maintenance crew, you will be responsible for performing preventative maintenance services on our fleet of vehicles with minimal supervision.Key Responsibilities:Maintaining and ensuring vehicle safety for customersPerforming preventive...

Key ResponsibilitiesDaily processing of client and advisor requests, including new accounts, transfers, and meeting schedulingProactive support for advisors, anticipating client needs and enabling them to maximize their timeProviding excellent client service through timely, accurate, and clear communicationDemonstrating professional communication skills,...

Account Relationship ManagerSequoia Financial Group is seeking an experienced Account Relationship Manager to join our team. As a key member of the Client Service organization, you will work closely with financial advisors to build and maintain strong relationships with clients.Key Responsibilities:• Build and maintain strong relationships with clients to...

Our TeamAt Sequoia Financial Group, our team is built on the foundation of shared values: integrity, passion, and teamwork. We believe that every team member has the potential to grow and develop within our organization, and we're committed to providing the resources and support needed to achieve success. As a Client Service Associate, you'll have the...