Client Service Advisor

Job description

We Believe in Challenging the Norm.

PeachCap provides Tax, Investment, and Emotional Intelligence to White Glove Wealth Management Practices across the country. Advisors partnered with PeachCap access a robust set of solutions allowing them to offer Family Office Services, Tax & Financial Consultation, Global Research Analytics, and our Millennial Exclusive Platform.We Believe Technology Changes Everything.PeachCap's multi-faceted Family Office platform catapults advisors upstream, arms them to better serve clients, and positions them to retain wealth across multiple generations. Additionally, we've embraced the rapid and demanding market changes, and coined a unique service model for the millennials. Our Millennial Exclusive Platform leverages Robo-Technology, with an overlay of human touch and guidance.The culture of our firm is like those of Zappos, Netflix, and Google. We are changing the stiff, musty financial services and accounting industry to a startup tech environment by working with a diverse group of people from all walks of life.

We Believe in A Players.

 

Summary

PeachCap's Client Service Advisors (CSA) play a major role in our unique integrated tax and investment business model by providing support for Tax & Wealth Advisors. The CSA ensures all clients have a positive experience with PeachCap by facilitating communication, executing on operational requests, and acting as the binding tissue between clients and advisors. CSAs work within their team to manage workflow, assist with financial and investment project implementation, process tax returns, initiate new business, and participate in client facing meetings as part of a dynamic team. PeachCap is the model of the future, and CSAs are a crucial part of making it work.

PeachCap is looking for A-Players that are interested in building a foundation with our firm, developing their professional experience, furthering their education and licensing, growing their roles and responsibilities, and being a dependable and team focused employee.

 

Details

Provide operational support to Tax and Wealth Advisors and engage in client service and communication.

Work directly with Investment Prime Brokers and Custodians to process new business and execute investment related activity.

Responsible for maintaining accurate records at any applicable investment institutions.

Involved with client investment reviews, financial planning, and tax preparation meetings.

 

Qualifications

Bachelor’s degree from an accredited college or university or equivalent work experience.

Experience in Investment Back Office support is preferred.

Strong project management skills with a high degree of accuracy and attention to detail.

Desire to work closely with clients and other employees as part of an integrated team.

Roll-up your sleeves mentality and willingness to dig in and solve problems in a fast-paced environment.

 

Benefits and Perks

Open Floor Plan Office Headquartered in the Heart of Atlanta

Medical, Vision, and Dental Insurance

Flexible Vacation Planning

Bocce Ball Court and Outside Work Patio with Wi-Fi

401(k) Match

Flexible Hours

Sponsorship of Licensing, Designations, and Advanced Education Programs (CFA, CFP, CPA, MBA)

 

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