Client Service Associate
About The Position
AGW Capital Advisors is a private wealth management firm in Tampa, FL. We are seeking a Client Service Associate to join our team to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at agwcapital.com We want to help you reach your full potential! We are looking for hard-working candidates with a passion for client service and who truly enjoy helping make a difference in their clients’ lives! Prioritizing client needs and helping solve problems proactively is an important part of our culture.
Requirements
- 1 year of financial services experience
- Series 65 or the ability to obtain after hire
- Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to anticipate client and advisor needs
- Ability to work independently while prioritizing projects and managing your time
- Ability to learn and implement new technology and software
- Ability to communicate well and work in a collaborative environment
- Ability to follow office processes and policies related to office operations & client privacy
Nice To Haves
- Experience with our software is not required, but is a plus: Schwab, By All Accounts, Tamarac, Wealthbox
Responsibilities
- Respond to client requests with timeliness and accuracy in mind
- Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
- Client onboarding and initial account setup
- Generate various daily, weekly, monthly, and annual reports
- Alternative Investment Processing (subscriptions and redemptions, capital calls, notices and document processing)
Benefits
- Salary range of $65K-85K, commensurate with relevant experience
- Individual and Team Bonus programs
- Great Work/Life Balance with a Monday-Friday Schedule
- Health Insurance Plan with Company Contribution ($750/month max)
- Retirement Plan with Employer Match & Profit-Sharing Contribution
- Additional Employer Retirement Contribution to a Cash Balance Pension Plan
- Generous PTO Policy & Paid Holidays – 15 PTO days for the first year, growing each year
- Professional, Fun, Motivating Atmosphere
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
