Client Service Delivery Expert

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...

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...

About Main Line Health:">Main Line Health is a leading healthcare provider in the region, dedicated to delivering exceptional patient care and superior service. Our team is committed to providing innovative solutions to improve patient outcomes and enhance the overall healthcare experience.">Job Description:">We are seeking a highly skilled SCCM Deployment...

About the RoleEnvestnet, a leading provider of technology-enabled investment and practice management solutions, is seeking a seasoned Lead Application Technical Expert to join its team. This role offers an opportunity to work in a dynamic environment, driving innovation and excellence in application support.Job SummaryThe ideal candidate will possess strong...

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,...

About UsState Street Bank and Trust Company is a leading financial services provider driving digital transformation and expanding business capabilities using industry best practices and advanced technologies.Job DescriptionThis role is part of the Global Technology Services (GTS) team, which is vital to State Street and delivers data and insights to clients....

Job Overview: As an Insurance Industry Leader at Aaron Dagostino - State Farm Agent, you will play a vital role in driving business growth and customer satisfaction. You will be responsible for developing and maintaining client relationships, conducting policy reviews, and resolving complex customer issues.Key Responsibilities:Identify new business...

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...

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...

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...

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...

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...

About the RoleWe are seeking a highly motivated and detail-oriented Dish Room Attendant to join our team at Melmark School Nutrition. As a key member of our food service team, you will play a critical role in maintaining a clean and safe kitchen environment.Key Responsibilities:Floor Care and Cleaning: Sweep and mop the kitchen, delivery area, storage areas,...

**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...

CapB InfoteK is a leading provider of innovative IT Solutions and Managed Services. Our team of experts is dedicated to delivering cutting-edge products and solutions across various Digital Transformations.We're currently seeking a skilled DevOps Consultant to join our team on a salaried or contract basis. As part of this role, you'll work on our upcoming...

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...

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,...