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Company Name : PeachCap
Location : Atlanta, GA 30305
Position : Client Service Associate
Job Description : Client Service AssociateCompany Overview: PeachCap’s collaborative client model provides fully integrated tax, accounting and wealth services to families and businesses. Our unique structure partners Tax and Wealth Advisors to work cohesively for clients, maximizing the impact of advice.Clients working with PeachCap have access to a broad set of integrated services, including but not limited to: Tax Planning and Tax Preparation, Asset Management and Retirement Planning, as well as Accounting Services.PeachCap is a CPA Firm, Broker Dealer, and RIA.Position Summary: The Client Service Associate assists in serving as administrative and operational support to Financial Advisors, enhances the client experience by providing exceptional client service, and supports home office functions as needed. The Client Service Associate is responsible for understanding firm policies, practices, and procedures that will allow them to interact with Financial Advisors, as well as, new and existing clients.Responsibilities: Process account and client related forms and applications within service level agreement timeframesServe as liaison between firm’s back office and firm’s custodial partnersExecute client/advisor service requests and follow up activitiesOnboard new client accounts, which includes the collection of required documentation and client informationMaintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to dateComplete and process financial paperwork for transfer of assets and tracking them through to completionPull reports as needed for compliance and operationsMaintain firm’s client file systemRequired Skills & QualificationsAssociates degree, College degree preferred2 year minimum industry experienceStrong computer skills and knowledge of Microsoft Office productsExceptional interpersonal and client service skillsDetail orientated with superior organizational skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentBenefits and Perks: Open Office Format Headquartered in the heart of AtlantaMedical, Vision, and Dental InsuranceUnlimited PTOOutside Work Patio401(k) MatchProfessional Development OpportunitiesJob Type: Full-timePay: From $50,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceHealth insuranceLife insurancePaid time offVision insurancePhysical Setting:OfficeSchedule:Monday to FridaySupplemental Pay:Bonus payAbility to commute/relocate:Atlanta, GA 30305: Reliably commute or planning to relocate before starting work (Preferred)Education:Associate (Preferred)Work Location: One location
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