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Client Service Associate

Company: SEQUOIA FINANCIAL GROUP
Location: Fairlawn
Posted on: April 10, 2021

Job 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: Teamwork. We work selflessly to enrich the lives of our clients and our community. Passion. We relentlessly pursue our full potential. Integrity. We act in the best interest of others.Summary of the positionWe 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 20 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.ResponsibilitiesThis position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals. Responsibilities to include but not limited to: Daily processing of client and advisor requests including new accounts, transfer of assets, money movements, meeting scheduling and preparation Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their time Providing excellent client service by performing tasks timely, accurately and with clear communication to the client Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications Using problem solving skills to create solutions for clients and advisors Coordinating with our custodians and internal team members to follow up on and execute operational items in a timely manner Monitoring and resolving daily time sensitive activities Utilizing internal contact management system for documentation of client data, tasks, financial accounts and policy adherence 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 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 SuitePreferred Skills/Experience Experience working daily with a workflow technology system Experience with Schwab and Fidelity a plus Prior experience with Salesforce, Tamarac Bachelor's degree preferredCompetencies 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 attitudePI130970125

Keywords: SEQUOIA FINANCIAL GROUP, Akron , Client Service Associate, Other , Fairlawn, Ohio

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