Client Services Associate, Wealth Management Team

Sequoia Financial Group; Fargo, Northern (ND, KY); Hybrid; USD 52,000 - 75,000; Full time

Job summary

Sequoia Financial Group seeks a detail-oriented Client Service Associate I to support Financial Advisors and internal teams in delivering an exceptional client experience. You will help manage accounts, data, and service requests while coordinating meetings and tasks across Salesforce, Outlook, and custodians.

The role requires 3+ years in client service and demonstrated project management skills, with strong communication and MS Office proficiency.

Qualifications

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

Responsibilities

• Facilitating and managing new account openings and money movement requests by coordinating with clients, Advisors, and custodians, and partnering with Centers of Excellence to ensure accurate and timely processing.
• Gathering necessary client data and processes client maintenance requests, including account updates, beneficiary changes, transfer of assets, etc.
• Coordinating with clients and advisors to schedule meetings using Salesforce, Outlook, and email.
• Preparing for client meetings by updating agendas and running performance reports through our portfolio management system.
• Responding to Advisor and client requests within 24–48 hours, ensuring accuracy and clear communication throughout the process.
• Ensuring client data is accurate and up to date in systems and at custodians.
• Delivering professional, timely communication via phone, email, and in-person interactions.
• Applying problem-solving skills and leveraging internal resources, custodians, and team collaboration to resolve client and Advisor needs.
• Following up on and executing operational tasks by coordinating with custodians and internal teams.
• Monitoring, prioritizing and resolving daily time-sensitive matters such as money movements and custodian alerts.
• Understanding and utilizing Salesforce to document client information, document detailed notes and actions, complete tasks, and navigate workflows and reporting systems.
• Proactively anticipating client needs and enabling Advisors to optimize their time by taking initiative on service tasks.
• Thriving in a team-oriented environment where members support one another to ensure high-quality client service.

Skills

Client service

Project management

Communication

Time management

MS Office

Education

Bachelor’s degree

Tools

Salesforce

Tamarac

DocuSign

Schwab

Fidelity

Job description

Sequoia Financial Group seeks a detail-oriented Client Service Associate I to support Financial Advisors and internal teams in delivering an exceptional client experience. You will help manage accounts, data, and service requests while coordinating meetings and tasks across Salesforce, Outlook, and custodians.

The role requires 3+ years in client service and demonstrated project management skills, with strong communication and MS Office proficiency.