Investment Service Specialist

Job Description

Job Description

Salary : DOE

Investment Service Specialist

Summary

Our rapidly growing investment advisory firm located in West Warwick, RI is seeking an Investment Service Specialist to serve as the first point of contact for our high net worth client base.

Our team’s pillar of success is our white glove service philosophy, which applies to both our clients and our team. The ideal candidate will have a passion for knowledge, growth, and leadership.

What You Do (With White Glove Energy -WGE-)

• Act as the dedicated point of contact for an assigned group of high-net-worth households including :
• Corresponding regularly with clients
• Processing complex paperwork / obtaining signatures.
• Ongoing client investment support and account maintenance
• Tend to client questions and requests, diligently assuring that all requests are completed as quickly and efficiently as possible.
• Effectively collaborate with the team, other internal departments, as well as outside business partners
• Prepare for client meetings, ensuring database repository and CRM profiles are updated.
• Various administrative tasks and project management
• Leading the service team in the absence of the Director of Investment Services and as needed.

Who You Are

• A charismatic communicator and relationship-builder with a passion for providing white glove customer service.
• You are an active listener and act as a collaborator with both clients and other team members alike.
• You value teamwork and can hold your own as part of a diverse team of leaders with a shared mindset of empowered growth both professionally and as a business.

All ideas and voices are heard here our entire team meets twice a week! You also can work independently with minimal instruction and supervision.

• You have the organic desire for constant learning and growth.
• You can prioritize and successfully manage multiple tasks and requests, navigating a past paced office with ease.
• You are extremely organized and consistently produce accurate high-quality deliverables.
• You are comfortable working with a variety of personalities and working styles within our internal team and external business partners.

Additional Qualifications

• 5-10 Years of relative work experience (preferred)
• Advanced working knowledge of basic Microsoft applications (Outlook, Word, Excel, PowerPoint), Adobe Acrobat, and general openness and ease of adapting to new technologies.
• Working knowledge of different investment account vehicles (Stocks, Bonds, Mutual Funds, ETF’s, etc.)
• Experience establishing and maintaining annuities and life insurance policies.
• Experience with Black Diamond portfolio reporting software (or similar)
• Experience using eMoney
• Slight to Intermediate caffeine addiction : coffee is king here.

Benefits

• Health & Welfare Benefits (Health, Dental, Vision, Disability, EAP)
• 401(k) plan with match
• Discretionary annual profit sharing
• Company paid holidays.
• Company paid team volunteer opportunities
• Leadership and career development opportunities
• Networking opportunities
• Free subscription to top of the line finance applications for personal use.
5 days ago