Jobs
>
Tampa

    Client Relations Associate - Tampa, United States - AGW Capital Advisors

    AGW Capital Advisors
    AGW Capital Advisors Tampa, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Independent investment firm, AGW Capital Advisors, is adding a new 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 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

    · 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.

    · Experience in the financial services industry preferred.

    · 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 125+ private, corporate and institutional clients with total assets over $3B. Learn more at

    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.

  • Elevance Health

    Associate Relations Consultant Sr

    3 weeks ago

    Elevance Health Tampa, United States Full time

    Job Description · : Position Title: Associate Relations Consultant Sr. · Elevance Health operates in a Hybrid Workforce Strategy, providing various levels of flexibility while also ensuring that associates have opportunities to connect in-person. Unless in a designated virtual ...

  • Aviation Strategies

    Client Relations Associate

    4 days ago

    Aviation Strategies Tampa, United States

    Job Description · Job DescriptionAviation Strategies is proud to partner with some of the largest brands in the nation. Our direct approach to working with consumers on-location, allow us to keep these clients at the forefront of their respective industries. Our objective is to e ...

  • AGW Capital Advisors

    Client Relations Associate

    3 weeks ago

    AGW Capital Advisors Tampa, United States

    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 wit ...

  • AGW Capital Advisors

    Client Relations Associate

    2 weeks ago

    AGW Capital Advisors Tampa, United States

    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 wit ...

  • Kopernik Global Investors, LLC

    Investor Relations Associate

    4 weeks ago

    Kopernik Global Investors, LLC Tampa, United States

    Kopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investmen ...

  • Elevance Health

    Associate Relations Consultant Sr

    2 weeks ago

    Elevance Health Tampa, United States

    Associate Relations Consultant Sr. · Location: This position will work a hybrid model (remote and office). The Ideal candidate will live within 50 miles of one of our Elevance Health PulsePoint locations. · The Associate Relations Consultant Sr. will be responsible for serving ...

  • EVO Payments International

    Sales Associate, Partner Relations

    1 week ago

    EVO Payments International Tampa, United States

    Sales Associate, Partner Relations · **Summary** · EVO Payments International is a leading payments processor and acquirer for merchants, independent sales organizations, financial institutions, government organizations and multinational corporations located throughout North Amer ...

  • Citigroup Inc

    Employee Relations Associate Analyst

    5 days ago

    Citigroup Inc Tampa, United States

    The Employee Relations Associate Analyst is an entry-level position responsible for providing case management support through all phases of Employee Relations investigations, under the supervision of an Employee Relations Lead and in coordination with the Employee Relations team. ...

  • Aviation Strategies

    Client Relations Associate

    2 weeks ago

    Aviation Strategies Riverview, United States

    Aviation Strategies is proud to partner with some of the largest brands in the nation. Our direct approach to working with consumers on-location, allow us to keep these clients at the forefront of their respective industries. Our objective is to educate, establish new business, a ...

  • Aviation Strategies LLC

    Client Relations Associate

    3 weeks ago

    Aviation Strategies LLC Riverview, United States

    Aviation Strategies is proud to partner with some of the largest brands in the nation. Our direct approach to working with consumers on-location, allow us to keep these clients at the forefront of their respective industries. Our objective is to educate, establish new business, a ...

  • Aviation Strategies

    Client Relations Associate

    3 weeks ago

    Aviation Strategies Riverview, United States

    Job Description · Job DescriptionAviation Strategies is proud to partner with some of the largest brands in the nation. Our direct approach to working with consumers on-location, allow us to keep these clients at the forefront of their respective industries. Our objective is to e ...

  • Aviation Strategies LLC

    Client Relations Associate

    2 days ago

    Aviation Strategies LLC Riverview, United States

    Job Description · Job Description · Aviation Strategies is proud to partner with some of the largest brands in the nation. Our direct approach to working with consumers on-location, allow us to keep these clients at the forefront of their respective industries. Our objective is ...

  • Aviation Strategies

    Client Relations Associate

    1 week ago

    Aviation Strategies Riverview, United States

    Job Description · Job DescriptionAviation Strategies is proud to partner with some of the largest brands in the nation. Our direct approach to working with consumers on-location, allow us to keep these clients at the forefront of their respective industries. Our objective is to e ...

  • Ronald McDonald House Charities of Tampa Bay, Inc.

    Guest Relations Associate

    2 weeks ago

    Ronald McDonald House Charities of Tampa Bay, Inc. Saint Petersburg, United States

    Job Description · Job DescriptionWe are in need of a Part-time Guest Relations Associates to help manage operations of the Ronald McDonald House on the weekends. The right candidate will have the ability to respond to emergencies, ensure proper evening and overnight registration ...

  • Soft Computer

    Associate Client Relations Manager

    2 weeks ago

    Soft Computer Clearwater, United States

    POSITION SUMMARY: · The Associate Client Relations Manager is responsible for providing more detailed follow-up for the Client Relations Managers. They will have more direct client contact. This position works under limited direction for CRM's and will provide in office back-up s ...

  • Aviation Strategies LLC

    Client Relations Associate

    1 week ago

    Aviation Strategies LLC Riverview, United States

    Job Description · Job Description · Aviation Strategies is proud to partner with some of the largest brands in the nation. Our direct approach to working with consumers on-location, allow us to keep these clients at the forefront of their respective industries. Our objective is ...

  • Aviation Strategies

    Client Relations Associate

    2 weeks ago

    Aviation Strategies Riverview, United States

    Job Description · Job DescriptionAviation Strategies is proud to partner with some of the largest brands in the nation. Our direct approach to working with consumers on-location, allow us to keep these clients at the forefront of their respective industries. Our objective is to e ...

  • Penske Truck Leasing

    Body Shop Technician I

    3 weeks ago

    Penske Truck Leasing Tampa, United States Full time

    Position Summary: · As an experienced Body Shop Technician with Penske, you'll use industry-leading technology and repair techniques – plus cutting-edge diagnostic equipment – to get our customers' state-of-the-art vehicles back up and running in high-quality condition. You'll ta ...

  • Vault

    Customer Relations Associate

    3 days ago

    Vault St Petersburg, United States

    Company Overview · At Vault, we are not just insuring assets. We are reducing risks with data-driven technology to Protect What Matters Most to our customers. Our team is driven by a shared commitment to protect customers' most prized possessions. We look at the bigger picture t ...

  • Ronald McDonald House Charities of Tampa Bay, Inc.

    Part-Time Guest Relations Associate

    2 weeks ago

    Ronald McDonald House Charities of Tampa Bay, Inc. Saint Petersburg, United States Part time

    Job Description · Job DescriptionWe are in need of Part-time Guest Relations Associates to help manage operations of the Ronald McDonald House in Tampa Bay. The right candidates will have excellent customer service skills, ensure proper registration and check-out procedures, assi ...