Client Service Associate II

Sequoia Financial Group Llc•Mayfield Heights, OH

About The Position

We are seeking a highly motivated, self-starting, and detail-oriented Client Service Associate to join our team. This role is integral to delivering a white-glove, concierge-level experience to clients and the entire client team. This teammate will work Sequoia clients who have complex financial needs, requiring exceptional responsiveness, precision, and discretion.

Requirements

Minimum 3 years of experience in a client service role, ideally supporting Ultra High Net Worth (UHNW) clients or high-value client segments
Minimum 3 years of demonstrated project management skills
Ability to learn and become proficient in a process-driven fast-paced work environment
Exceptional verbal and written communication skills, including the ability to explain complex financial information clearly and professionally.
Strong PC skills, excellent typing ability, and proficiency in the Microsoft Office Suite
Meticulous attention to detail and excellent organizational abilities.
Strong experience working with trusts, entities, gifting and cost basis reconciliation.

Nice To Haves

Experience in financial services industry
Experience working daily with a workflow technology system
Prior experience with Salesforce, Tamarac, eMoney, etc.
Prior experience with Schwab and Fidelity
Prior experience with DocuSign
Ability to be flexible for various meetings & applicable time zone support when needed
Bachelor’s degree preferred

Responsibilities

Coordinate with clients, financial advisors, Centers of Excellence (CoE) teams, and custodians to oversee and assist with account setup, asset transfers, and transaction processing.
Coordinate client and advisor meetings by leveraging email, Salesforce, calendar systems, and Webex to ensure seamless scheduling and a high-touch client experience.
Prepare for client meetings by updating agendas, generating reports, and leveraging portfolio management software to ensure meetings are organized, informed, and tailored to each client’s needs.
Proactively support advisors by anticipating client needs and managing operational tasks, enabling advisors to focus on planning, portfolio allocation, and other strategic client needs.
Address advisor and client requests within 24 hours, ensuring accuracy, clear communication, and consistent updates to all parties while the requests are in process.
Demonstrate professional communication skills with responses to clients, advisors, and team members by phone, email, in person and written communications.
Use problem solving skills and available resources through research and collaboration with others to create solutions for clients and the advisor team. These resources include but are not limited to internal departments, team members, management and custodians.
Monitor and manage daily time-sensitive activities, including money movements, trade ticket confirmations, and custodian alerts.
Utilize Salesforce to document client information, take detailed notes, track work on cases, maintain financial accounts, and navigate workflows and reporting.
Operate in a team-based environment, supporting colleagues during high workloads and collectively meeting client needs.