Client Services Associate — Financial Advisory Support

Sequoia Financial Group Llc; Fargo (ND); On-site; USD 55,000 - 75,000; Full time

Job summary

Sequoia Financial Group is seeking a motivated Client Service Associate I in Fargo, ND to support Financial Advisors, manage client data, and coordinate meetings. You will contribute to a high-standard client experience and coordinate with custodians to ensure timely processing of requests.

The role emphasizes attention to detail, teamwork, and responsive communication to support client goals and firm operations.

Qualifications

• Minimum 3 years of client service experience.
• Minimum 3 years of demonstrated project management skills.
• Ability to thrive in a fast-paced, process-driven environment.
• Excellent verbal and written communication with a client-focused demeanor.
• Robust PC knowledge and Microsoft Office proficiency.

Responsibilities

• Support a team of Financial Advisors with day-to-day client service needs.
• Manage new account openings, money movements, and data updates with custodians and advisors.
• Schedule meetings and prepare agendas using Salesforce and Outlook.
• Run performance reports and update client files for meetings and reviews.
• Respond to advisor and client requests within 24–48 hours with clear communication.

Skills

Client service

Project management

Communication

Microsoft Office

Salesforce

Education

Bachelor's degree preferred

Tools

Salesforce

Tamarac

DocuSign

Schwab

Fidelity

Job description

Sequoia Financial Group is seeking a motivated Client Service Associate I in Fargo, ND to support Financial Advisors, manage client data, and coordinate meetings. You will contribute to a high-standard client experience and coordinate with custodians to ensure timely processing of requests.

The role emphasizes attention to detail, teamwork, and responsive communication to support client goals and firm operations.