Client Service Associate

1 month ago

Beachwood, Ohio, United States Sequoia Financial Group Full time
About Sequoia Financial Group

Sequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives by providing exceptional financial planning and wealth management services. We are committed to upholding our core values of Integrity, Passion, and Teamwork in everything we do.

Job Summary

We are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will work closely with our Wealth Advisors to support the day-to-day needs of our clients. This role requires excellent communication and organizational skills, as well as the ability to work in a fast-paced environment.

Key Responsibilities
  • Coordinate with clients, advisors, and custodians to set up new accounts, transfer assets, and 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 support advisors by anticipating client needs and enabling them to maximize their time.
  • Complete requests from advisors and clients within 24-48 hours, ensuring accuracy and effectively keeping everyone in the loop throughout the process.
  • Demonstrate professional communication skills with responses to clients, advisors, and team members by phone, email, in person, and written communications.
  • Use problem-solving skills and available resources through research and collaboration with others to create solutions for clients and advisors.
  • Coordinate with our custodians and internal team members to follow up on and execute operational items in a timely manner.
  • Monitor, prioritize, and resolve daily time-sensitive matters such as money movements, trade ticket confirmations, and custodian alerts.
  • Understand and utilize Salesforce to document client information, take detailed notes, document work done on cases, complete financial accounts, and understand workflows and reporting.
  • Operate 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
  • Minimum 3 years of experience in a client service role in the financial services industry.
  • 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 Suite.
Preferred Skills/Experience
  • Experience working daily with a workflow technology system.
  • Prior experience with Salesforce, Tamarac.
  • 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.
  • Positive frame of mind with a resilient attitude.

  • Client Service Associate

    2 weeks ago

    Beachwood, Ohio, United States Sequoia Financial Group Full time

    About Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives through financial planning and wealth management services.Our Core ValuesWe operate with a singular purpose: to enrich lives. Our core values define how we behave and guide us in our...

  • Client Service Associate

    2 weeks ago

    Beachwood, Ohio, United States Raymond James Financial Services Full time

    Job SummaryRaymond James Financial Services is seeking a skilled Client Service Associate to provide high-quality administrative support to Financial Advisors and their clients. This role requires effective communication, organization, and problem-solving skills to succeed in a fast-paced environment.Key ResponsibilitiesProvide exceptional customer service...

  • Customer Service Associate

    5 days ago

    Beachwood, Ohio, United States Penske Full time

    Penske is seeking a skilled professional to join their team as a Customer Service Associate. Key responsibilities include:Key Responsibilities:Monitoring delivery schedules to ensure timely delivery of materials and products to customer locations.Utilizing the TMS system to enter and process customer orders.Collaborating with customers to resolve any...

  • Service Team Member

    1 week ago

    Beachwood, Ohio, United States Michaels Full time

    Service Team MemberMichaels est à la recherche d'un Service Team Member pour rejoindre son équipe de magasin. En tant que membre de l'équipe de service, vous serez responsable de fournir un service exceptionnel aux clients, d'aider les clients à trouver ce qu'ils recherchent et de garantir que tous les clients bénéficient d'un...

  • Branch Banking Client Consultant

    4 days ago

    Beachwood, Ohio, United States Flagstar Bank Full time

    Job Summary:A Branch Banking Client Consultant I at Flagstar Bank travels between assigned branches to provide high-quality financial services to customers. This role involves interacting with clients, processing financial transactions, and assisting the team in meeting branch goals.Key Responsibilities:Sales Performance: Support team efforts to achieve...

  • Travel Nurse RN

    2 weeks ago

    Beachwood, Ohio, United States HealthEcareers - Client Full time

    Job Title: Emergency Department NurseTRS Healthcare is seeking a skilled Emergency Department Nurse for a travel nursing opportunity in Ohio.Job Requirements:Specialty: Emergency DepartmentDiscipline: Registered NurseShift: 12 hours, nightsEmployment Type: TravelTRS Healthcare Job ID #1187564. Pay package is based on 12 hour shifts with tax-free stipend...

  • Sales Associate

    2 months ago

    Beachwood, Ohio, United States The Children's Place Full time

    Job SummaryThe Sales Associate will be responsible for supporting the Store Leadership Team to achieve all company goals and initiatives. The Sales Associate will model and maintain excellent customer service with effective communication, product knowledge, and appropriate selling techniques.Key ResponsibilitiesBe aware of customer activity and respond with...

  • Travel Nurse RN

    4 weeks ago

    Beachwood, Ohio, United States HealthEcareers - Client Full time

    Job Title: Med Surg RN - Registered NurseSupplemental Health Care is seeking a skilled Medical-Surgical Registered Nurse to join our team in Beachwood, Ohio. As a trusted partner in healthcare staffing, we're committed to connecting talented professionals with rewarding opportunities that align with their career goals.Job Summary:Provide high-quality patient...

  • Service Team Member

    2 weeks ago

    Beachwood, Ohio, United States Michaels Full time

    Présentation du poste Nous recherchons un Service Team Member pour rejoindre notre équipe de magasin à CLEV-BEACHWOOD, OH. En tant que membre de notre équipe, vous serez responsable de fournir un service à la clientèle exceptionnel, d'aider les clients à trouver ce qu'ils recherchent et de veiller à ce que tous les clients bénéficient d'un passage...

  • Portfolio Management Associate

    1 month ago

    Beachwood, Ohio, United States Glenmede Full time

    About the RoleGlenmede is seeking a highly motivated and detail-oriented Portfolio Management Associate to join our team. As a key member of our investment management team, you will play a critical role in supporting the daily execution of portfolio management responsibilities and client service requirements.Key ResponsibilitiesAssist Portfolio Managers in...

  • Customer Service Representative

    5 days ago

    Beachwood, Ohio, United States Kay Jewelers Full time

    Key Responsibilities:• Provide exceptional customer service to valued clients• Engage customers in conversation to understand their needs and desires• Present merchandise and share detailed information regarding features and benefits of products• Offer information regarding extended service plans and financing options• Meet individual and team...

  • Seasonal Warehouse Associate

    2 weeks ago

    Beachwood, Ohio, United States United Parcel Service Full time

    SHIFT YOUR FUTUREAs a Seasonal Warehouse Worker at UPS, you'll play a critical role in delivering packages to customers across the country. This is a seasonal role that offers a great opportunity to start your career with a leading logistics company.What You'll DoLoad and unload packages from UPS trailers and trucksSort and process packages for deliveryWork...

  • Patient Services Associate

    1 month ago

    Beachwood, Ohio, United States Aramark Full time

    Job SummaryWe are seeking a skilled Patient Services Worker to join our team at Aramark. As a Patient Services Worker, you will play a vital role in delivering exceptional patient care by providing timely and efficient service.Key ResponsibilitiesDeliver and collect patient trays during meal service, ensuring that patients receive their meals in a timely and...

  • Food Service Associate

    4 days ago

    Beachwood, Ohio, United States Aramark Full time

    Job Summary: As a Food Service Worker at Aramark, you will be responsible for preparing and building food items according to standardized recipes and directions. You will also provide customer service and adhere to food safety, food handling, and sanitation procedures.Key Responsibilities:Prepare and build food items according to standardized recipes and...

  • Service Team Associate

    1 month ago

    Beachwood, Ohio, United States Michaels Arts and Crafts Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Service Team Member to join our team at Michaels Arts and Crafts. As a Service Team Member, you will be responsible for delivering exceptional customer service, helping customers find products, and ensuring a fast and friendly checkout experience.Key ResponsibilitiesProvide excellent customer...

  • Clinical Nurse Specialist

    2 weeks ago

    Beachwood, Ohio, United States Jewish Family Service Association of Cleveland Full time

    Transformative Care for a Brighter FutureWe are seeking a dedicated and compassionate Registered Nurse to join our Home and Concierge Care team at the Jewish Family Service Association of Cleveland. As a key member of our team, you will provide comprehensive, professional, and compassionate clinical and concierge care to Older Adults in their homes,...

  • Service Team Associate

    4 weeks ago

    Beachwood, Ohio, United States Michaels Stores Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Service Team Member to join our team at Michaels Stores. As a Service Team Member, you will play a critical role in delivering exceptional customer service, ensuring a seamless shopping experience, and maintaining a well-organized store environment.Key ResponsibilitiesProvide exceptional...

  • Counselor/Therapist Position

    5 days ago

    Beachwood, Ohio, United States Jewish Family Service Association of Cleveland Full time

    About the Role:Jewish Family Service Association of Cleveland is a nonprofit organization dedicated to enhancing the well-being of individuals and families across Greater Cleveland. We offer a broad spectrum of social and support services, catering to the Jewish community and individuals and families from diverse backgrounds and beliefs.Job Summary:We are...

  • Client Support Specialist I

    2 months ago

    Beachwood, Ohio, United States Envision Healthcare Full time

    Position Overview:Client Support Specialist ICompany: Envision HealthcareRemote Work OpportunityCompany Overview:Envision Healthcare stands as a prominent national medical organization dedicated to providing exceptional care to patients at their point of need. Our team comprises clinicians and support professionals nationwide, all committed to the mission of...

  • Service Team Associate

    3 weeks ago

    Beachwood, Ohio, United States Michaels Full time

    Job SummaryMichaels is seeking a highly motivated and customer-focused Service Team Member to join our team. As a Service Team Member, you will be responsible for providing exceptional customer service, assisting customers with their shopping needs, and ensuring a seamless checkout experience.Main ResponsibilitiesAssist customers with their purchases, find...