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Independent investment firm, AGW Capital Advisors, is adding a new client relations associate to its growing team. Theideal 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.
General responsibilities
Job requirements
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 125 private, corporate and institutional clients with total assets over $3B.
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.
Last updated : 2024-06-24
Full Time
$53k-69k (estimate)
06/26/2024
06/29/2024
The job skills required for Client associate include Customer Service, Leadership, Written Communication, Microsoft Office, Problem Solving, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client associate positions, which can be used as a reference in future career path planning. As a Client associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client associate. You can explore the career advancement for a Client associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Associate job description and responsibilities
Assist clients for producing account opening documents and open client account.
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Provide support to client with product and account needs.
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Client associates explain account services and their capabilities, guiding clients to the products or services best suited to their needs.
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Collect and analyze competitor data and client usage to find new business opportunities and to develop relationships with prospective clients.
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Client associates work to grow the client base, establishing new customer portfolios and to provide excellent service to clients.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Associate jobs
Happy clients are less likely to take their money elsewhere.
03/19/2022: Orange, CA
Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.
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A good client associate enhances the client's experience by servicing and providing operational and administrative support.
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Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.
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Developed new client on-boarding process to ensure a consistent and optimal client experience.
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Step 3: View the best colleges and universities for Client Associate.