Financial Services Coordinator

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 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.

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...

Sequoia Financial Group, a growing Registered Investment Advisor (RIA), is headquartered in Northeast Ohio. The firm offers financial planning and wealth management services. Our singular purpose is to enrich lives through our values-driven approach.Company OverviewWe exist with a clear vision: to provide exceptional client experiences and foster a culture...

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,...

Job OverviewWe are seeking a highly skilled Financial Data Specialist to join our Sales team. This hybrid role requires in-office work at our Berwyn, PA office location.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and...

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...

About the RoleAs a Summer Intern at State Street Corporation, you will play a vital part in supporting the Alpha Operations team with day-to-day Investment Operations tasks. Your primary responsibilities will include ensuring timely and effective processing of client requests, preparing standard client reporting, performing transaction processing tasks,...

Accounting Professional WantedA-G Specialty Insurance, LLC is seeking an experienced Accounting Professional to join our team. As an Accounting Professional, you will play a key role in preparing financial statements, managing the monthly close process, and developing processes to improve accounting efficiency.The estimated salary for this role is $100,000 -...

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...

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...

Job Overview: In this exciting role as a Financial Operations Associate, you will have immediate responsibility to oversee all day-to-day transactional responsibilities in a fast-paced and dynamic environment. The estimated salary for this role is $43,680 - $62,400 per annum.About Us:We are a growing high-visibility team focused on building innovative...

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...

**Job Summary:**We are seeking a highly motivated and organized Food Service Coordinator to join our team at Whitsons Culinary Group. The ideal candidate will have excellent communication skills, be able to lift 50 pounds or more, and have a valid driver's license.Key Responsibilities:Deliver and pick up meals from classrooms as neededOrganize the dish room...

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...

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...

Job DescriptionThis role is responsible for assisting the Managing Director of Business Credit in overseeing the bank's business credit portfolio. The incumbent will provide support and relationship development to business credit, including assignment of a lending portfolio.Key ResponsibilitiesAssist in leading and managing to meet the financial services...

Company Overview:HarmonyCares is one of the nation's largest home-based primary care practices, offering a family of companies dedicated to delivering high-quality, coordinated healthcare services directly to patients in their homes.Compensation and Benefits:We offer a competitive base salary of $120,000 per year, along with an accountable care organization...

Our MissionWe help our clients achieve their goals through innovative solutions and exceptional service. Our commitment to excellence drives us to continuously improve and expand our capabilities.

Job Overview:Investing in a rewarding career as a Senior Data Analyst at Envestnet means joining a pioneering financial services company that empowers advisors and financial service providers with innovative technology, solutions, and intelligence. As we strive to make financial wellness a reality for everyone, we are seeking an exceptional candidate to...