Client Coordinator

D2D:

Insight Global is currently seeking a Client Coordinator for one of their Financial Services partners in Atlanta, GA. This position will be focused on assisting their Tax Department with the onboarding/closing process of their clientele. Responsibilities will include communicating with clients, documentation coordination relative to the onboarding of these clients, updating within Salesforce (CRM), data entry, and overall ensuring that our partners clients have a seamless experience throughout the customer journey. This is a permanent position with a competitive salary, bonus structure, and benefits package. This position requires to work onsite 5x/week in Sandy Springs, GA with the ability to potentially work hybrid in the future. The targeted salary range is $60,000-65,000.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

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Must:
Four-year degree (BA or BS), preferably in Accounting, Economics, or a related field
Experience working within the Financial Services sector, preferably within a Tax/Accounting Department, focused on coordinating the onboarding/closing process of new clients (ie. coordinating documentation, communicating with clients, etc.)
Experience working with Salesforce
Strong data entry experience and proficient with technology

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.