Client Service Associate II at Sequoia Financial Group Llc

Mayfield Heights, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

04 May, 26

Salary

0.0

Posted On

03 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Project Management, Communication Skills, Attention to Detail, Organizational Abilities, Problem Solving, Teamwork, Financial Planning, Wealth Management, Salesforce, Microsoft Office, Trusts, Gifting, Cost Basis Reconciliation, Flexibility, Time Management

Industry

Financial Services

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 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. Responsibilities This position will support a team of Financial Advisors who deliver comprehensive financial plans for ultra-high-net-worth and multi-generational families, enabling them to achieve long-term financial, legacy, and wealth-transfer goals. Responsibilities include, but are not limited to: * 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. Required Skills/Experience * 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. Preferred Skills/Experience * 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 Competencies * Strong customer service skills * Solution-oriented and team player * High level of accuracy in data entry and documentation * Strong follow-through and record-keeping * Ability to identify and escalate discrepancies or risks * Ability to manage multiple client requests simultaneously * Prioritization and deadline management * Efficient task tracking and documentation * Adherence to regulatory, compliance, and internal procedures Eastern Time: Need to work 10:30 - 7pm Central Time: Need to work 9:30-6:pm Mountain Time: 8:30 - 5:00pm or 9:30 - 6:00pm Pacific Time: 8:30 - 5:00pm

Responsibilities

The Client Service Associate II will support Financial Advisors in delivering comprehensive financial plans to ultra-high-net-worth clients. Responsibilities include coordinating client meetings, managing operational tasks, and ensuring timely communication with clients and advisors.