Client Service Associate

2 weeks ago

Tampa, FL, United States Sequoia Financial Group Full time

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

    • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
    • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
    • Teamwork. We subordinate our egos to work together for the benefit of our clients.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

We seek a motivated, self-starting, passionate team player to join our firm in the role of Client Service Associate. The Client Service Associate is a member of the Client Service organization that works with Advisors to support the day-to-day needs of our clients.

Responsibilities

This position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals. Responsibilities to include but not limited to:
  • Coordinate with our clients, advisors, and custodians to set up new accounts, transfer assets, 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 supporting advisors by anticipating client needs and enabling advisors to maximize their time
  • Complete requests from advisors and clients within 24-48hrs, ensuring accuracy, and effectively keeping everyone in the loop throughout the process.
  • Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, in person and written communications
  • Using problem solving skills and available resources through research and collaboration with others to create solutions for clients and advisors. These resources include but are not limited to internal departments, team members and custodians.
  • Coordinating with our custodians and internal team members to follow up on and execute operational items in a timely manner
  • Monitoring, prioritizing and resolving daily time sensitive matters such as money movements, trade ticket confirmations, as well as monitoring custodian alerts
  • Understanding and utilizing Salesforce to document client information, take detailed notes, document work done on cases, complete financial accounts, and understand workflows and reporting.
  • Operating 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
Required Skills/Experience
  • Minimum 3 years of experience in a client service role
  • 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
  • Experience in financial services industry
  • Prior experience with financial industry CRM a plus (Ex: Salesforce, Tamarac, eMoney, etc.)
  • Prior experience with Schwab and Fidelity a plus
  • Prior experience with DocuSign a plus
  • 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
  • Solutions-oriented and adaptable mindset with a resilient attitude

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