Wealth Management Client Service Associate
Job in
Fargo, Cass County, North Dakota, 58126, USA
Listed on 2026-09-04
Listing for:
ADP, Inc.
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Sequoia Financial Group in Fargo, ND, is seeking a motivated Client Service Associate I to support Financial Advisors and internal teams, delivering an exceptional client experience through attentive service, meticulous data handling, and a collaborative, team‑driven approach.
In this role you will manage new account openings, asset transfers, beneficiary changes, and client maintenance requests, coordinate meetings using Salesforce and Outlook, run performance reports, and ensure timely,
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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