Client Service Associate

Sequoia Financial Group Llc•Lehi, UT

10d

About 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.

Requirements

Minimum 2-3 years of experience in a client service role
Minimum 2-3 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

Nice To Haves

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

Responsibilities

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