Client Services Associate Jobs

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:

• 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.
• Coordinate with our clients, advisors, and custodians to set up new accounts, transfer assets, process money movements.
• Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, in person and written communications
• Understanding and utilizing Salesforce to document client information, take detailed notes, document work done on cases, complete financial accounts, and understand workflows and reporting.
• Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their time
• Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software.
• Coordinate with clients and advisors to schedule meetings using email, Salesforce and calendar software, or Webex.
• 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
• 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
• Complete requests from advisors and clients within 24-48hrs, ensuring accuracy, and effectively keeping everyone in the loop throughout the process.

Requirements

Required Skills/Experience

• Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite
• Excellent oral and written communication with a professional demeanor
• Ability to learn and become proficient in a process-driven fast-paced work environment
• Minimum 3 years of experience in a client service role
• Minimum 3 years of demonstrated project management skills

Preferred Skills/Experience

• Bachelor’s degree preferred
• Prior experience with financial industry CRM a plus (Ex: Salesforce, Tamarac, eMoney, etc.)
• Prior experience with Schwab and Fidelity a plus
• Experience in financial services industry
• Prior experience with DocuSign a plus
• Experience working daily with a workflow technology system

Competencies

• Persistence in follow up to accomplish objectives
• Ability to handle multiple priorities and requests from advisors and clients
• Exceptional attention to detail and organizational skills
• Interact with co-workers and clients with a resilient, positive attitude. Reaching out to others if help is needed.
• Conduct oneself with great emotional intelligence