We're seeking a motivated and flexible team member to help with our continued growth. While this may become a full-time opportunity, we're currently looking for someone who would be interested in 20-25 hours per week, with both in-office (Cary) and virtual responsibilities. Seeking someone with financial services or banking experience, but willing to train the right candidate. 401k eligible with 3% employer match.

Main Purpose:

• Enhance Client Experience: Act as a primary point of contact for clients, providing them with a positive and professional experience. This includes addressing inquiries, managing expectations, and facilitating communication between clients and financial advisors.
• Operational Efficiency: Support the financial planning and advisory team by managing administrative tasks and ensuring that client accounts are accurately maintained. This role significantly contributes to the smooth operation of the firm, allowing advisors to focus more on client-facing activities and advisory functions.
• Compliance and Accuracy: Ensure all client documentation and interactions comply with regulatory standards and firm policies. This involves maintaining meticulous records, updating client information, and handling sensitive information with confidentiality and integrity.

Daily Tasks:

• Account Management: Handle day-to-day account tasks such as setting up new accounts, processing withdrawals/deposits, and updating client information. This requires familiarity with the firm's systems and processes.
• Documentation and Record-Keeping: Maintain accurate and up-to-date client records, ensuring all transactions and interactions are logged in compliance with regulatory requirements and firm policies.
• Meeting Preparation: Assist in preparing materials and reports for client meetings, including gathering financial statements, performance reports, and planning documents.
• Operational Support: Provide support for various back-office functions, such as compliance checks, billing, and reconciling transactions.
• Client Communication: Respond to client inquiries via phone, email, or in-person meetings, providing information and assistance as needed. This can include scheduling appointments, answering questions about services, or directing queries to the appropriate advisor.

What You Can Expect:

• A Collaborative Environment: Work closely with financial advisors and support staff in a team-oriented environment. There's often a strong emphasis on professional development and continuous improvement.
• Diverse Responsibilities: The role can offer a wide range of tasks, providing exposure to different aspects of financial planning and investment management.
• Client Interaction: Direct interaction with clients provides a rewarding opportunity to build relationships and make a positive impact on their financial well-being.
• Learning Opportunities: Given the nature of the firm, there's potential for extensive learning about financial planning, investment strategies, and regulatory standards. This can be particularly beneficial for those looking to build a career in the financial services industry.
• Flexibility: As a part-time position, there may be flexibility in hours, which can be appealing to individuals balancing other commitments or seeking work-life balance.

Overall, the role of a Client Service Associate is crucial for ensuring that the financial planning firm operates smoothly, clients are satisfied, and the team is supported. It's a position that offers both challenges and rewards, making it an attractive opportunity for those interested in financial services.