Client Services Specialist

Sycamore Financial Planning is seeking a Client Services Specialist to join our financial planning firm at our Durham office. This will be a part-time, hourly position. The Client Services Specialist’s role is to create a fantastic client experience while working as an integral part of the Sycamore team.

WHAT YOU WILL DO

Client Experience Responsibilities:

• Promptly greet visitors in a welcoming manner.
• Schedule and confirm client meetings.
• Regularly correspond with clients and allied professionals via both e-mail and cover letters as necessary.
• Maintain the firm’s client relationship management system.
• Gather, organize, and confirm clients’ personal financial information in preparation for our team of financial planners’ analysis.
• Maintain client information life-cycle including scanning, electronic filing, and shredding.
• Assist clients with completing necessary forms for establishing accounts.

Administrative Responsibilities:

• Manage administrative tasks for our team of financial planners including new client packet preparation and presentation assembly.
• Support the firm’s billing and bookkeeping functions.
• Ensure our offices are fully provisioned with the necessary supplies.
• You may be required to assist with additional projects as needed on an ongoing or ad-hoc basis.

WHAT WE SEEK IN A CANDIDATE

• Completion of a two-year degree at an accredited college or university or equivalent work experience.
• Highest level of ethical responsibility and respect for client privacy.
• Extreme accuracy and attention to detail for record keeping and working with client information.
• Commitment to working as an integral member of the Sycamore team with a daily positive attitude.
• Solid written and verbal communication skills coupled with good listening skills.
• Superior organizational skills and the ability to prioritize effectively.
• Strong computer skills including Word, Excel, and Outlook.
• Friendly, confident, sincere approach to interpersonal relationships.
• Quick learning skills for multiple technology and financial tools.
• Typing speed of 50+ words per minute.

BENEFITS

• Competitive compensation with bonus potential.
• Hybrid work model.
• Generous paid time off and holiday schedule.
• Retirement plan (401k) with company matching.
• Employer paid life insurance.
• Health, dental, and vision insurance plans available.
• Comfortable and friendly office environment.

HOW TO APPLY

Please visit: https://sycamorefinancialplanning.com/about/careers

and follow the link to the Associate Financial Planner career opportunity.