Job Description

Independent investment firm, AGW Capital Advisors, is adding a new experienced client relations associate to its growing team. The ideal candidate will be an all-in team player, passionate about solving problems, detail-oriented, and hungry for a new challenge. Please send your resume to info@agwcapital.com with a cover letter describing how your goals and experiences align with this position. This is a full time, in office, position so please only apply if in the Tampa Bay area and looking for in person work. Compensation negotiable based on experience.

General 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.

Job requirements

· Bachelor’s degree.

· 3-5 years experience in a client relations role within the financial services industry.

· 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.

· Series 65 license preferred (required within 12 months).

About AGW

Of all the investments we make at AGW, the most important thing we invest in is our people. As an independent, employee-owned capital advisory firm, everyone who works at AGW has a seat at the table and a hand in our success. We empower our teams with industry-leading resources in research, strategy and technology, and support continued development through financial certifications and leadership opportunities. Located in one of the fastest-growing markets in the U.S., our Tampa firm serves 135+ private, corporate and institutional clients with total assets over $3.5B. Learn more at agwcapital.com.

Notes

Employees must complete the Code of Ethics and Privacy Policy initially upon employment, and as an ongoing condition of employment. A background check/drug screen is a condition of employment and is to be completed prior to the first day of employment, and when requested subsequently. Agreeing to an Invention, Non-Disclosure, and Non-Solicitation Agreement is a requirement for employment. Any offer for employment is on an “at-will” basis. Both you or AGW can terminate your employment at any time with or without cause, in which case you will be entitled to only the base salary earned through the date of termination.

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