Southern Heritage Financial Group · 3 hours ago
Account Coordinator
United States
Part-time
Remote
New Grad, Entry LevelSouthern Heritage Financial Group is a premier CPA firm based in Atlanta, GA, specializing in tax return preparation, planning and resolution, attestation services, bookkeeping, payroll, and personal financial consulting. They are seeking a part-time Account Coordinator responsible for maintaining client relationships and managing accounts while delivering exceptional customer service.
AccountingConsultingFinancial ServicesRetirementRisk Management
Responsibilities
Maintaining client relationships
Managing accounts
Delivering exceptional customer service
Assisting with documentation
Tracking account updates
Supporting clients with inquiries
Providing accurate and organized information
Ensuring the smooth operation of account management processes
Qualification
Required
Strong Account Management and Organizational skills for effectively handling client accounts
Excellent Communication and Interpersonal skills to build and maintain relationships with diverse clientele
Proficient in Customer Service to ensure a positive experience and timely resolution of queries
Analytical skills with attention to detail for assessing account performance and identifying areas for improvement
Ability to work independently in a remote setting while maintaining focus and productivity
Preferred
Familiarity with financial services or accounting practices is preferred but not required
Bachelor's degree in Business Administration, Accounting, or a related field is a plus
Company
Southern Heritage Financial Group
Southern Heritage Financial Group offers investment management, retirement planning, tax planning and life insurance solutions.
Founded in 2011
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase