What are the responsibilities and job description for the Client Service Associate position at SEQUOIA FINANCIAL GROUP?
Description
Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated by Eide Bailly, allowing us to expand our reach and deepen our presence in key markets west of the Mississippi.
This collaboration represents a unique and dynamic partnership between two trusted industries—financial planning and investment management paired with top-tier CPA and tax services. Together, we will continue to provide comprehensive, client-focused solutions, leveraging the strengths of both organizations to serve our shared clientele with excellence and innovation.
As part of this expansion, we are seeking talented professionals who are passionate about delivering holistic financial solutions. Joining our team means being part of a mission-driven organization that values collaboration, growth, and the opportunity to work closely with both wealth management and CPA professionals to help clients achieve their financial goals.
Summary of the position
We 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 50 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.
Responsibilities
This 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
Requirements
Required Skills/Experience
- 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 Suite
Preferred Skills/Experience
- Experience working daily with a workflow technology system
- Prior experience with Salesforce, Tamarac
- Bachelor’s degree preferred
Competencies
- 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 attitude
