Location: Tampa,FL, USA
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 generationsSummary of the positionWe 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.ResponsibilitiesThis 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: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 timeComplete 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 communicationsUsing 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 mannerMonitoring, prioritizing and resolving daily time sensitive matters such as money movements, trade ticket confirmations, as well as monitoring custodian alertsUnderstanding 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 clientRequirementsRequirementsMinimum 3 years of experience in a client service role in the financial services industryMinimum 3 years of demonstrated project management skillsAbility to learn and become proficient in a process-driven fast-paced work environmentExcellent oral and written communication with a professional demeanorRobust PC knowledge, typing skills and proficiency in Microsoft Office SuitePreferred Skills/ExperienceExperience working daily with a workflow technology systemPrior experience with Salesforce, TamaracBachelor's degree preferredCompetenciesExceptional attention to detail and organizational skillsAbility to handle multiple priorities and requests from advisors and clientsPersistence in follow up to accomplish objectivesPositive frame of mind with a resilient attitude