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Client Services Associate, Wealth Management Team
Job in
Fargo, Cass County, North Dakota, 58126, USA
Listed on 2026-09-07
Listing for:
Sequoia Financial Group
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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