Client Service Associate (Tampa)

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.

Compensation:

• 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

Responsibilities include:

• 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)

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.)
• Experience with our software is not required, but is a plus: Schwab, By All Accounts, Tamarac, Wealthbox

Skills :

• 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

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.