Client Care Associate Position Available In DeKalb, Georgia

Client Care Associate SignatureFD Atlanta, GA 30309 • Hybrid work

CLIENT CARE ASSOCIATE

SignatureFD is a leading privately held financial design and advisory firm based in Atlanta, Georgia. With $8B+ in assets for over 1,600 client families, we serve high-net-worth individuals, families, and related entities. We believe that people are motivated to have a bigger impact with their wealth. We help clients simplify their financial lives, make better decisions, and bring focus so that they can maximize their time, money, relationships and ultimately, their impact. Primary Functions The Client Care Associate is an integral part of the overall client experience, engaging in frequent client contact and Wealth Management Team support. A high degree of direct communication with clients is required, with the Client Care Associate acting to ensure a satisfying and memorable client experience. Coordinates, prepares, mails, and processes initial document packages. Handles all necessary account maintenance such as wires, journals, check requests, transfers, money-links, new applications, changes of address, etc. Processes any returned documents from clients including contracts & investment policy statements, applications, transfer paperwork, etc. according to established department procedures. Inputs and maintains accurate client information in all appropriate databases and software applications. Tracks outstanding client transfers and purchases/redemptions of alternative assets. Effectively manages and prioritizes workflow created from CRM action items, phone calls from clients, emails, and additional work not flowing through the central database. Verifies that all requests to custodians are received and handled to completion. Scans and files any paperwork directly generated by personal daily activities and assists the team with scanning/filing when necessary. Ensures that complete cost basis information for client accounts is updated and available with the appropriate custodian. Actively participates and contributes to Client Care Team projects (internal and external). Develops an understanding of the Firm’s Financial Solutions philosophy, programs, features, and benefits. Strives towards a thorough understanding of firm services, philosophies, and ideologies. Qualifications Strong written and verbal communication skills, can-do-attitude, enthusiasm, and a strong aptitude for learning. The ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essential. Organizational skills and attention to detail are critical given the nature of paperwork, processes, and work, upon which both clients and the Wealth Management Team depend. This person is an intelligent, analytical thinker with the ability to draw on a range of resources to ensure a high-quality outcome across the position responsibilities. Position Requirements 4-year college degree preferred Minimum of one (1) year of experience working within customer services or within a professional services setting. Familiarity with portfolio accounting systems is preferred (Axys/Advent, Centerpiece, Portfolio Center, Orion, other) Salesforce experience preferred but not required Microsoft Office proficiency Excellent customer service and administrative abilities. At SignatureFD, we take great pride in our unique corporate culture and are always looking to build on it by adding experts from across the wealth management disciplines. If you are an energetic, innovative team player, committed to using your expertise to create a positive impact on the lives of others; if you are a positive individual who thrives on both the team collaborative-thinking process and the responsibility of autonomous self-driven project work; if you are passionate about the principles behind financial design and are looking to join a world- class team of like-minded individuals, then SignatureFD may be the place for you. SignatureFD 2024

Awards:

2024 INVESTMENTNEWS

WOMEN TO WATCH 2024 STEVIE AWARDS FOR WOMEN IN BUSINESS MAVERICK OF THE YEAR 2024 FORBES TOP RIA FIRMS 2024 TITAN 100 – GEORGIA 2024 NABR BEST AND BRIGHTEST COMPANIES TO WORK FOR 2024 INVESTMENTNEWS TOP ADVISORS 2024 ACCOUNTING TODAY TOP FIRMS BY AUM 2024 FINANCIAL ADVISOR MAGAZINE AMERICA’S TOP

RIAs 2024 ATLANTA

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Job Type:

Full-time Pay:

$50,000.00 – $70,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid sick time Paid time off Paid training Parental leave Professional development assistance Referral program Retirement plan Vision insurance

Schedule:

Day shift

Work Location:

Hybrid remote in Atlanta, GA 30309