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Sequoia Financial Group · 3 hours ago

Client Service Associate

Tampa, FL

Full-time

Onsite

Mid Level

3+ years exp

Sequoia Financial Group is a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services. They are seeking a motivated Client Service Associate to support Financial Advisors in meeting the day-to-day needs of clients and ensuring a seamless client experience.

ConsultingFinancial ServicesWealth Management

Culture & Values

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

Qualification

Client service experienceMicrosoft Office SuiteProject management skillsSalesforce proficiencyFinancial services experienceSolutions-oriented mindsetCommunicationAttention to detailOrganizational skills