Client Services Salary at Sequoia Wealth Management Group Llc BETA

How much does a Sequoia Wealth Management Group Llc Client Services make?

As of December 2024, the average annual salary for a Client Services at Sequoia Wealth Management Group Llc is $40,176, which translates to approximately $19 per hour. Salaries for Client Services at Sequoia Wealth Management Group Llc typically range from $36,519 to $44,348, reflecting the diverse roles within the company.

It's essential to understand that salaries can vary significantly based on factors such as geographic location, departmental budget, and individual qualifications. Key determinants include years of experience, specific skill sets, educational background, and relevant certifications. For a more tailored salary estimate, consider these variables when evaluating compensation for this role.

DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.

Sequoia Wealth Management Group LLC Overview

Website:
sequoiawealth.com
Size:
<25 Employees
Revenue:
$5M - $10M
Industry:
Business Services

At Sequoia Wealth Management Group, we embrace the complexity wealth brings, helping clients navigate challenges and opportunities with confidence.

See similar companies related to Sequoia Wealth Management Group Llc

What Skills Does a person Need at Sequoia Wealth Management Group Llc?

At Sequoia Wealth Management Group Llc, specify the abilities and skills that a person needs in order to carry out the specified job duties. Each competency has five to ten behavioral assertions that can be observed, each with a corresponding performance level (from one to five) that is required for a particular job.

  1. Customer Service: Customer service is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees "who can adjust themselves to the personality of the guest". Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback. From the point of view of an overall sales process engineering effort, customer service plays an important role in an organization's ability to generate income and revenue. From that perspective, customer service should be included as part of an overall approach to systematic improvement. One good customer service experience can change the entire perception a customer holds towards the organization.
  2. Call center: A call centre or call center is a managed capability that can be centralised or remote that is used for receiving or transmitting a large volume of enquiries by telephone.
  3. Problem Solving: Analyzing and identifying the root cause of problems and applying critical thinking skills to solve problems.
  4. CSR: Corporate social responsibility (CSR) is a business model that helps a company be socially accountable to itself, its stakeholders, and the public.
  5. Commitment: An agreement or pledge to do something in the future a commitment to improve conditions at the prison especially : an engagement to assume a financial obligation at a future date.

Related Jobs

Umpqua Bank
Petaluma , CA

Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities. We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: In this role, you will work on assignments that are routine in nature where limited judgment is required within a geographic area, but not limited to one facility. Process a va


Sponsored
12/13/2024 12:00:00 AM
Umpqua Bank
Novato , CA

Client Service Specialist - Float Retail Banking Group Santa Rosa, California Novato, California Petaluma, California Windsor, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities. We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** In this role, you will wor


Sponsored
12/13/2024 12:00:00 AM
Umpqua Bank
Santa Rosa , CA

Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities. We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: This position processes a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist also provides an exceptional banking exp


Sponsored
12/13/2024 12:00:00 AM
HSBC
San Francisco , CA

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share. The Client Relationship Support Manager position is a dynamic and evolutionary role interfacing with Commercial Banking clients that have global banking needs. The role is part of a diverse team of talented individuals located throughout the US. As a central point of contact for the front office, the role partners with the Relationship Management team and key stakeholders to support HSBC’s purpose of opening up a world of opportunity and ambition to be the preferred international financial partner for our clients. Work-life balance and flexibility is


Sponsored
12/12/2024 12:00:00 AM
ambercare
Pleasant Hill , CA

To apply via text, text 7528 to 334-518-4376 Position Summary: The Client Service Representative will conduct in-home visits at clients' homes to monitor and report on the quality of services being provided by Home Care Aides, and to determine whether existing care plans are adequate to meet client needs. Hours: Full-Time Monday through Friday 8:00 am to 5 pm. Some field visits are after hours and on weekends. At Addus we offer our team the best: Medical, Dental and Vision Benefits PTO Plan Retirement Planning Life Insurance Employee discounts Essential Duties: Monitor client's condition and performance of duties by Home Care Aides Maintain all company and State specific program rules, regulations and standards Conduct home visits to new clients to welcome and review the Welcome Packet Observe and evaluate Home Care Aides in the client's home as directed by Supervisor, to assure client Care Plans are being followed Prepare and complete accurate home visit and home safety evaluation rep


Sponsored
12/11/2024 12:00:00 AM
Umpqua Bank
San Rafael , CA

Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities. We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: This position processes a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist also provides an exceptional banking exp


Sponsored
12/11/2024 12:00:00 AM
RemX
Oakland , CA

Job Description Job Description Now Hiring for Client Services Coordinators in Oakland, CA. Contract to Hire Opportunities. Schedule - One opening for 1st Shift 7:30am - 4:pm and One opening for 2nd Shift - 1:00pm - 9:00pm with 2 weeks of training on 1st shift hours Responsibilities: Receive orders and enter into the system (Trinium) Track shipment from start to finish resolving any issues along the way Client support Billing of clients Reporting in Excel Data Entry Qualifications: Logistics or Supply Chain industry experience a must Strong attention to detail Strong MS Office skills particularly in Excel Ability to communicate both verbally and in writing Strong customer support skills Accurate data entry skills As a RemX Client Services Coordinator We Offer You: Competitive pay Paid weekly (Direct Deposit or ATM Debit Card available) Access to health benefits and retirement plan A personal recruiter to help with job searches and assistance when at work! Contract-to-Hire Opportunity F


Sponsored
12/10/2024 12:00:00 AM
VCA Antech, Inc.
Santa Rosa , CA

Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Petcare East Veterinary Hospital in Santa Rosa, Ca, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a personable yet highly professional "service extraordinaire" to join us in delivering our mission to our clients and their pets. Why We Need You As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. The CSR is the pivot around which the hospital operates and is responsible for: * Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. * Scheduling and confirming appointments. * Placing outbound calls for follow-ups and reaching out


Sponsored
12/9/2024 12:00:00 AM

Check more jobs information at Sequoia Wealth Management Group Llc

Job Title Average Sequoia Wealth Management Group Llc Salary Hourly Rate
2 Senior Advisor $49,855 $24
3 Senior Wealth Advisor $98,948 $48

Hourly Pay at Sequoia Wealth Management Group Llc

The average hourly pay at Sequoia Wealth Management Group Llc for a Client Services is $19 per hour. The location, department, and job description all have an impact on the typical compensation for Sequoia Wealth Management Group Llc positions. The pay range and total remuneration for the job title are shown in the table below. Sequoia Wealth Management Group Llc may pay a varying wage for a given position based on experience, talents, and education.
How accurate does $40,176 look to you?

FAQ about Salary and Jobs at Sequoia Wealth Management Group Llc

1. How much does Sequoia Wealth Management Group Llc pay per hour?
The average hourly pay is $19. The salary for each employee depends on several factors, including the level of experience, work performance, certifications and skills.
2. What is the highest salary at Sequoia Wealth Management Group Llc?
According to the data, the highest approximate salary is about $44,348 per year. Salaries are usually determined by comparing other employees’ salaries in similar positions in the same region and industry.
3. What is the lowest pay at Sequoia Wealth Management Group Llc?
According to the data, the lowest estimated salary is about $36,519 per year. Pay levels are mainly influenced by market forces, supply and demand, and social structures.
4. What steps can an employee take to increase their salary?
There are various ways to increase the wage. Level of education: An employee may receive a higher salary and get a promotion if they obtain advanced degrees. Experience in management: an employee with supervisory experience can increase the likelihood to earn more.