Client Service Representative

2 weeks ago


Berwyn, Illinois, United States Sequoia Financial Group Full time
Client Service Associate

Sequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering comprehensive financial planning and wealth management services. Our mission is to enrich lives by providing exceptional client experiences and fostering a culture of excellence.

Key Responsibilities:
  • Support a team of Financial Advisors in delivering top-notch client service, ensuring timely and accurate processing of client and advisor requests.
  • Proactively anticipate client needs, enabling advisors to maximize their time and focus on high-value activities.
  • Provide exceptional client service by communicating clearly and effectively through various channels, including phone, email, and written correspondence.
  • Utilize problem-solving skills to create solutions for clients and advisors, ensuring seamless execution of operational items.
  • Collaborate with internal teams and custodians to monitor and resolve daily time-sensitive activities.
Requirements:
  • Minimum 2-3 years of experience in a client service role within the financial services industry.
  • Proven project management skills, with the ability to learn and adapt to a fast-paced process-driven environment.
  • Excellent communication and interpersonal skills, with a professional demeanor.
  • Robust PC knowledge, typing skills, and proficiency in Microsoft Office Suite.
Preferred Qualifications:
  • Experience working with workflow technology systems.
  • Background in the financial services industry.
  • Prior experience with financial industry CRM systems (e.g., Salesforce, Tamarac, eMoney).

At Sequoia Financial Group, we value exceptional attention to detail, organizational skills, and the ability to handle multiple priorities. If you are a motivated and self-starting individual with a passion for delivering outstanding client service, we encourage you to apply for this exciting opportunity.



  • Berwyn, Illinois, United States Pyramid Consulting, Inc Full time

    {"title": "Customer Service Representative", "description": "Job SummaryWe are seeking a skilled Customer Service Representative to join our team at Pyramid Consulting, Inc. in Berwyn, PA. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring customer...


  • Berwyn, Illinois, United States Domino's Franchise Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Domino's Franchise.Job Summary:The Customer Service Representative will be responsible for providing exceptional customer service to our clients, handling customer inquiries and complaints, and...


  • Berwyn, Illinois, United States Domino's Franchise Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our Domino's Franchise team as a Customer Service Representative.**Key Responsibilities:*** Provide exceptional customer service to our valued clients* Maintain a thorough knowledge of our menu and services* Resolve customer inquiries and complaints in a timely and...


  • Berwyn, Illinois, United States Domino's Pizza LLC Full time

    Customer Service Representative Job Description **Job Summary:** We are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Domino's Pizza LLC. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our customers, both in-person and over the phone. **Key...


  • Berwyn, Illinois, United States Domino's Franchise Full time

    Job Title: Customer Service RepresentativeJoin Domino's Franchise as a Customer Service Representative and be part of a dynamic team that delivers exceptional customer experiences.Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be...


  • Berwyn, Illinois, United States Domino's Pizza Full time

    Customer Service RepresentativeAt Domino's Pizza, we are seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers through various communication channels, including phone, email, and in-person...


  • Berwyn, Illinois, United States Domino's Pizza Full time

    Customer Service RepresentativeAt Domino's Pizza, we are seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers through various communication channels.Key Responsibilities:Respond to customer...


  • Berwyn, Illinois, United States Derrick Williams - State Farm Agent Full time

    Join Our Team as a Customer Relations RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our team, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional service, and helping them achieve their...


  • Berwyn, Illinois, United States Circle K Full time

    Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our store team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key...


  • Berwyn, Illinois, United States Circle K Full time

    Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our store team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key...


  • Berwyn, Illinois, United States Forefront Dermatology Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at Forefront Dermatology. As a Patient Service Representative, you will be responsible for providing exceptional patient care and administrative support to our medical office.Key ResponsibilitiesGreets patients, checks them in for appointments,...


  • Berwyn, Illinois, United States BMO Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative in our Retail Banking Sales & Service department.Key ResponsibilitiesDeliver exceptional service to our customers and prospects, identifying their needs and providing advice and guidance on financial solutions that meet their...


  • Berwyn, Illinois, United States Domino's Pizza Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Domino's Pizza. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our customers through various communication channels.Key ResponsibilitiesRespond to customer inquiries and resolve issues in a timely...


  • Berwyn, Illinois, United States Domino's Pizza LLC Full time

    Domino's Pizza LLC Job OpportunityWe are seeking a skilled Customer Service Representative to join our team at Domino's Cermak Rd. As a key member of our front-of-house team, you will be responsible for providing exceptional customer experiences, taking orders with precision, and maintaining a clean and welcoming store environment.Key Responsibilities:Greet...


  • Berwyn, Illinois, United States Heritage Grocers Group Full time

    Job DescriptionAt Heritage Grocers Group, our core values are built on a foundation of integrity, respect, and collaboration. We're a team of driven individuals united in our pursuit of delivering exceptional customer experiences.Position Summary:We're seeking a skilled and detail-oriented Courtesy Clerk to join our team. As a key member of our store support...


  • Berwyn, Illinois, United States HealthEcareers - Client Full time

    Job SummaryWe are seeking a highly skilled Special Education Teacher to join our team in a local contract position. As a Special Education Teacher, you will be responsible for providing educational services to students with special needs in a self-contained instructional classroom.About the RoleTeach general education curriculum to students with special...


  • Berwyn, Illinois, United States HealthEcareers - Client Full time

    Job Summary: HealthEcareers - Client is seeking a highly skilled Special Education Teacher to join their team in a local contract position. As a Special Education Teacher, you will be responsible for providing educational support to students with special needs.Key Responsibilities:Develop and implement individualized education plans (IEPs) to meet the unique...


  • Berwyn, Illinois, United States State Street Full time

    Job Title: Alpha Account Services Client Implementation Lead, Vice PresidentState Street Alpha Platform is seeking a seasoned professional to lead client implementation efforts for our Alpha Account Services product. As a Vice President, you will be responsible for providing expert business analysis and advice to clients on current and future state Alpha F2B...


  • Berwyn, Illinois, United States State Street Full time

    About the RoleState Street Alpha Platform Client Reporting & Visualization team is seeking a seasoned professional with exceptional client relationship and business analysis skills to develop and support services and product offerings. The ideal candidate will possess expertise in complex business analysis, functional requirements gathering, and...


  • Berwyn, Illinois, United States State Street Full time

    About the RoleState Street is seeking a seasoned professional to lead client implementation efforts for our Alpha Account Services team. As a Strategic Client Implementation Manager, Senior Vice President, you will be responsible for providing expert guidance to clients on current and future state Alpha F2B operating models.Key ResponsibilitiesDevelop and...