Client Service Associate I

Client Service Associate

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 for generations.

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 are seeking a motivated, detail-oriented, and team-driven professional to join our firm as a Client Service Associate. In this role, you will work closely with Financial Advisors, Centers of Excellence, and internal departments as part of our Client Service team, helping to deliver an exceptional client experience by supporting day-to-day operational and service needs.

Responsibilities

As a Client Service Associate, you will play an integral role in supporting a team of Financial Advisors who help clients pursue their financial goals through comprehensive planning and personalized strategies. Responsibilities include, but are not limited to:

• Facilitating and managing new account openings and money movement requests by coordinating with clients, Advisors, and custodians, and partnering with Centers of Excellence to ensure accurate and timely processing.
• Gathering necessary client data and processes client maintenance requests, including account updates, beneficiary changes, transfer of assets, etc.
• Coordinating with clients and advisors to schedule meetings using Salesforce, Outlook, and email.
• Preparing for client meetings by updating agendas and running performance reports through our portfolio management system.
• Responding to Advisor and client requests within 2448 hours, ensuring accuracy and clear communication throughout the process.
• Ensuring client data is accurate and up to date in systems and at custodians.
• Delivering professional, timely communication via phone, email, and in-person interactions.
• Applying problem-solving skills and leveraging internal resources, custodians, and team collaboration to resolve client and Advisor needs.
• Following up on and executing operational tasks by coordinating with custodians and internal teams.
• Monitoring, prioritizing and resolving daily time-sensitive matters such as money movements and custodian alerts.
• Understanding and utilizing Salesforce to document client information, document detailed notes and actions, complete tasks, and navigate workflows and reporting systems.
• Proactively anticipating client needs and enabling Advisors to optimize their time by taking initiative on service tasks.
• Thriving in a team-oriented environment where members support one another to ensure high-quality client service.

Required Skills/Experience

• Minimum 3 years of experience in a client service role.
• Minimum 3 years of demonstrated project management skills.
• Ability to adapt and thrive in a fast-paced, process-driven environment.
• Excellent verbal and written communication skills, with a professional and client-focused demeanor.
• Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite.

Preferred Skills/Experience

• Experience using workflow or task management systems on a daily basis.
• Background in the financial services industry.
• Familiarity with financial CRMs such as Salesforce and Tamarac
• Prior experience working with Schwab and Fidelity a plus.
• Prior experience with DocuSign a plus.
• Bachelor's degree preferred.

Competencies

• Exceptional attention to detail and strong organizational skills.
• Ability to manage multiple priorities and service requests simultaneously.
• Strong follow-through and a commitment to seeing tasks through to completion.
• Positive, resilient attitude with a team-first mindset and willing to seek help and support others.
• Strong emotional intelligence and professionalism in all interactions.
• Displaying a proactive mindset and work ethic.

Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time. Unfortunately, we are not able to provide sponsorship. EEO Statement: At Sequoia, we value and respect differences in our workforce. We actively encourage everyone to apply. Sequoia is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, prolonged periods working on a computer, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. This role may require occasional travel, including travel to client sites, company offices, or industry events, as needed. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.