Sentinel Client Service Associate II
3 days ago
Cleveland
Job Description Sequoia Sentinel, the Family Office division of Sequoia Financial Group, is excited to announce exceptional career opportunities for Financial Advisors and Asset Management professionals to join our team. Specializing in serving ultra-high-net-worth families with $25M+ in assets, Sequoia Sentinel offers a boutique, multi-generational wealth management experience, providing a highly personalized approach to wealth preservation, growth, and legacy planning. As part of our growing team, you will have the opportunity to work with some of the most successful and sophisticated families in the world, delivering comprehensive financial solutions that address complex needs across investments, estate planning, tax strategies, and more. Our team is dedicated to offering a holistic service experience, combining deep experience with a client-first approach that fosters long-term relationships and trust. Our advisors understand their clients’ evolving needs, helping them to safeguard their legacy beyond finances. We are looking for passionate, client-focused professionals who are eager to take on the unique challenges and rewards of serving high-net-worth and ultra-high-net-worth families. With offices across the United States, no matter where you are based, joining Sequoia Sentinel means becoming part of a collaborative, high-caliber team committed to excellence and making a meaningful impact on the financial futures of families for generations to come. Summary of the position We are seeking an experienced, client-focused professional to join Sequoia Financial Group’s dedicated service team for high-net-worth and ultra-high-net-worth families, family offices, and complex multi-entity relationships. As a Sentinel Client Service Associate, you will serve as a primary service point of contact for clients and their representatives — including family office staff, attorneys, CPAs, and trustees — while partnering closely with Financial Advisors and internal teams to deliver seamless, high-touch service across complex financial structures. This role will involve complex entity structures, alternative investment operations, and the elevated service expectations of sophisticated wealth management relationships. ResponsibilitiesClient & Advisor Service • Serve as a dedicated service contact for high-net-worth clients, family members, family office personnel, and authorized representatives across multigenerational relationships., • Manage day-to-day service requests from clients and advisor teams with a high degree of accuracy, urgency, and professionalism, • Anticipate service needs across complex household relationships, proactively coordinating with advisors and internal teams to stay ahead of client expectations., • Facilitate client and advisor meetings through scheduling, agenda preparation, and performance report coordination using Salesforce and Outlook., • Deliver clear, polished communication via phone, email, and in-person interactions with clients, family office contacts, and external professionals.Entity & Account Administration, • Partner with our new accounts team to open and maintain accounts across complex entity structures, including revocable and irrevocable trusts, limited liability companies, family limited partnerships, operating businesses, foundations, donor-advised funds, and charitable remainder trusts., • Process account maintenance requests — including beneficiary changes, transfer of assets, titled owner updates, and authorized contact modifications — with accuracy across custodian platforms., • Coordinate with custodians (Schwab, Fidelity) and internal teams to ensure entity documentation, titling, and account structures remain current and compliant., • Maintain accurate, complete client data across Salesforce and custodian & reporting systems, including entity relationships, contact hierarchies, and authorized parties.Alternative Investment Operations, • Manage capital call and subscription workflows: review and complete capital call documents, confirm fund availability in the appropriate accounts, and coordinate funding by required due dates., • Monitor upcoming capital call deadlines across client portfolios and proactively coordinate with advisors and clients to ensure timely execution., • Pull and upload alternative investment tax documents (K-1s and related schedules) for clients and their representatives in coordination with advisor teams., • Maintain organized records of alternative investment activity, capital call history, and document delivery within Salesforce.Money Movement & Operational Execution, • Coordinate and facilitate money movement requests — including wires, ACH transfers, journal entries, and distributions — in partnership with the centralized Money Movement team and custodians., • Monitor time-sensitive operational matters including pending transactions, custodian alerts, and funding deadlines; escalate and resolve proactively., • Follow established workflows and internal controls for money movement, applying heightened verification standards appropriate for complex, high-value relationships.Salesforce & Workflow Management, • Manage and resolve cases in Salesforce queues, maintaining accurate status, detailed notes, and complete audit trails throughout the lifecycle of each request., • Utilize Salesforce workflows and reporting tools to prioritize workload, track SLA adherence, and surface time-sensitive items., • Maintain data integrity across client records, entity relationships, contact structures, and document repositories within Salesforce.Required Skills/Experience, • Minimum 2-3 years of experience in a client service role within wealth management or financial services., • Demonstrated experience servicing high-net-worth clients, multi-entity households, or family office relationships., • Working knowledge of complex entity structures, including trusts, LLCs, partnerships, and charitable entities., • Experience with alternative investment operations, including capital calls, subscription documents, and related tax document workflows., • Proficiency in Salesforce or comparable CRM/workflow platform used in a daily production environment., • Excellent written and verbal communication skills, including the ability to communicate professionally with attorneys, CPAs, trustees, and family office staff., • Strong organizational skills with the ability to manage multiple high-priority service requests simultaneously without loss of accuracy or follow-through., • Proficiency in Microsoft Office Suite (Outlook, Word, Excel).Preferred Skills/Experience, • Experience with custodian platforms, specifically Schwab and/or Fidelity., • Experience working directly with family offices or multigenerational family wealth relationships., • Familiarity with portfolio management/reporting platform., • Experience with DocuSign for document preparation and client execution workflows., • Exposure to charitable structures including private foundations, DAFs, and CRTs., • Bachelor’s degree preferred; relevant industry designations (CSSC, FPQP, or equivalent) a plus.Competencies, • High degree of accuracy and attention to detail across complex, multi-step workflows with significant financial consequences., • Exceptional follow-through — owns service requests from initiation to resolution without requiring prompting., • Professional composure and sound judgment when navigating sensitive client situations, family dynamics, or competing stakeholder interests., • Ability to prioritize independently in a fast-paced environment where urgency levels vary and multiple deadlines are active simultaneously., • Strong emotional intelligence and adaptability when working with sophisticated clients, family members with varying levels of financial fluency, and institutional contacts., • Team-oriented with a willingness to support colleagues and escalate appropriately; contributes to a culture of shared accountability., • Proactive mindset — identifies potential service issues or operational gaps before they become problems and takes initiative to address them.
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