Sequoia Financial Group Beachwood , OH 44122
Posted Yesterday
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Description
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 includes approximately 50 Client Service Associates located across Sequoia's footprint. The client service associate works with Advisors to support the day to day needs of our clients.
Responsibilities
This position will support a team of Wealth 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
Requirements
Minimum 3 years of experience in a client service role in the financial services industry
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
Prior experience with Salesforce, Tamarac
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
Positive frame of mind with a resilient attitude
Sequoia Financial Group