Sequoia Financial Group · 6 hours ago
Client Service Associate II
Phoenix, AZ, US
Full-time
Onsite
Mid Level
$65K/yr - $85K/yr
3+ years expSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. The Client Service Associate II role is integral to delivering a white-glove, concierge-level experience to clients, supporting a team of Financial Advisors in managing complex financial needs.
ConsultingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
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
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
Company
Sequoia Financial Group
Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$200MKey Investors
Valeas Capital PartnersKudu Investment Management
2022-10-19Private Equity· $200M
2020-07-07Private Equity
Leadership Team
Thomas Haught
Chairman, CEO & President
Trevor R Chuna
Chief Technology Officer
Recent News
2025-10-15
Company data provided by crunchbase