One of the unique benefits of working with Sequoia Financial Group is having a team of professionals who can assist you with a variety of day-to-day needs. Give us a call or send an email whenever you need something—balance inquiries, fund transfers, distributions, scheduling and more.

Whether you are working with your financial planner or with one of our Service Excellence Group members, you will receive nothing less than one-on-one attention and care. Our relationship will go beyond numbers and portfolio talk. We’ll learn about you, your family, your personal concerns and what you need to feel secure. We care about the little things, from what kind of beverage you prefer, to your favorite vacation spot.

At the same time, you will get to know us. Beyond knowing who to call if you want to alter your investment strategy, you’ll know if your advisor likes to ski, or coaches his child’s football team, or if a member of our Service Excellence Group is a painter in her spare time. We build two-way relationships, and we think that makes a difference, if not THE difference, in your client service experience with us. Our Service Excellence Group is here to serve you by delivering quality interactions that meet or exceed your expectations. We’ll take care of you.

As part of our continuous efforts to best serve you, each member is rigorously cross-trained on areas throughout the firms, receives on-going operational training, and utilizes a sophisticated technology that provides detailed records and transparency across the firm. Most importantly, we are in constant contact with our advisors to ensure our client needs are top of mind. This dedicated group acts as an additional pathway to the firm’s resources and advisors, so there is never a gap in coverage due to conflicting schedules or unexpected needs. Our goal is to deliver quality interactions that meet or even exceed your expectations.

Our Service Excellence Group can assist you with a variety of day-to-day needs:

  • Account Balance Inquiries 
  • Fund Transfers
  • Distribution from Accounts
  • Scheduling Meetings
  • General Administrative Questions

“The Service Excellence Group, or "S.E.G" is about serving others - our clients, our advisors, our teammates. Our aim is to satisfy the needs of these individuals in the most efficient manner possible, producing quality interactions. This team of professionals exists as yet another resource to help you get where you want to be.” .

— Shaun Kapusinski, Managing Director of Operations