Client Service Associate

Sequoia Financial Group Llc•Mayfield Heights, OH

About 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

Requirements

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.

Nice To Haves

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.

Responsibilities

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 24–48 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.