AGW Capital Advisors · 2 months ago
Experienced Client Relations Associate - Financial Industry
Tampa, FL
Full-time
Onsite
Mid Level
3+ years expAGW Capital Advisors is an independent investment firm seeking an experienced client relations associate to join their team. The role involves supporting the investment consulting team, communicating with clients and colleagues, and facilitating meetings while anticipating client needs.
Asset ManagementImpact InvestingManagement Consulting
Hiring Manager
Marija Johnson
Responsibilities
Support investment consulting team
Communicate with clients, colleagues, and vendors daily by phone, email and other means in a professional, polite, and effective manner
Utilize various software and online tools to complete tasks and gather information for clients and colleagues
Facilitate meetings in conjunction with consulting team, where appropriate, for clients and other visitors with a spirit of hospitality and welcome
Lean in and care about clients and colleagues such that anticipating and seeking solutions for their needs and concerns is second nature
Work with various custodians to open and maintain client accounts
Qualification
Required
Bachelor's degree
Experience in a client relations role within the financial services industry, ideally 3+ years
Experience with opening accounts, account transfers, RMDs, wire transfers, and alternative investments
Familiar with taxable, IRA, 401K and endowment account types
Outstanding customer service skills
Detail oriented and dependable
Demonstrated ability to handle multiple tasks
Strong verbal and written communication abilities
Effective time management, organizational, and analytical skills
Problem solver with proficiency in gathering and analyzing data and preparing reports
Team player with strong interpersonal skills and a positive attitude
Interest in the economy and capital markets
Advanced skills in Microsoft office and database management software
Preferred
Series 65 license preferred (required within 12 months)
Benefits
Financial certifications and leadership opportunities
Company
AGW Capital Advisors
AGW is an experienced, independent Capital Advisory Firm invested in you and your financial needs to confidently take on what lies ahead.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase