AGF Management Limited
AGF is seeking an experienced Client Service Representative to provide exceptional customer service to Financial Advisors and Investors within a supportive corporate environment. The role involves serving as the primary contact for account and product queries, primarily over the phone, while maintaining up-to-date knowledge of firm policies and procedures. Candidates will support the firm's mandate by resolving customer requests and fostering a positive team atmosphere.
AGF brings a disciplined approach to delivering excellence in investment management including mutual funds and ETFs. Learn more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for AGF Management Limited.
4% above the average for this role
A Job Well Done – A Conversation with Greg Valliere
2 weeks ago