Investment Service Specialist

3 days ago


West Warwick, Rhode Island, United States Capital Wealth Management Full time
Job Summary

We are seeking a highly skilled Investment Service Specialist to join our team at Capital Wealth Management. As a key member of our investment advisory firm, you will be responsible for providing exceptional client service and support to our high net worth client base.

Key Responsibilities
  • Act as the primary point of contact for assigned clients, providing regular correspondence and support.
  • Process complex paperwork and obtain signatures as needed.
  • Assist with ongoing client investment support and account maintenance.
  • Respond to client inquiries and requests in a timely and efficient manner.
  • Collaborate with the team and other internal departments to ensure seamless client service.
  • Prepare for client meetings and ensure database and CRM profiles are up-to-date.
  • Perform various administrative tasks and project management duties as needed.
Requirements
  • 5-10 years of relevant work experience.
  • Advanced knowledge of Microsoft applications, Adobe Acrobat, and other relevant technologies.
  • Working knowledge of investment account vehicles, annuities, and life insurance policies.
  • Experience with Black Diamond portfolio reporting software and eMoney.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
What We Offer
  • Competitive salary and benefits package.
  • 401(k) plan with match.
  • Discretionary annual profit sharing.
  • PTO and company-paid holidays.
  • Leadership and career development opportunities.
  • Networking opportunities.


  • West Warwick, Rhode Island, United States Capital Wealth Management Full time

    Job DescriptionCapital Wealth Management is seeking a highly skilled Investment Service Specialist to join our team.About the RoleWe are looking for a charismatic communicator and relationship-builder with a passion for providing exceptional customer service.The ideal candidate will have a strong ability to listen actively and collaborate with clients and...


  • Warwick, Rhode Island, United States TPG Hotels & Resorts Full time

    Position: Bar Service SpecialistAbout Us:At TPG Hotels & Resorts, we pride ourselves on creating a welcoming atmosphere for our guests. Our team is dedicated to ensuring that every visitor feels at home, providing exceptional service and memorable experiences.Role Overview:As a Bar Service Specialist, you will play a crucial role in enhancing the guest...


  • Warwick, Rhode Island, United States Waterford Fire Service Full time

    Position: Room AttendantCompany: Waterford Fire ServiceOverview:The Room Attendant plays a vital role in ensuring that guest accommodations are clean, comfortable, and welcoming. This position involves thorough cleaning and maintaining the highest standards of cleanliness in guest rooms.Key Responsibilities:Perform comprehensive cleaning of guest rooms,...


  • Warwick, Rhode Island, United States TPG Hotels & Resorts Full time

    Position: Bar Service SpecialistAbout Us:At TPG Hotels & Resorts, we pride ourselves on creating a welcoming atmosphere for our guests. Our associates play a vital role in ensuring that every visitor feels at home during their stay.Your Role:As a Bar Service Specialist, you will be responsible for:Building rapport with guests: Engage in conversations, ask...

  • Pet Care Specialist

    3 weeks ago


    Warwick, Rhode Island, United States Furry Fellas Pet Service LLC Full time

    About Furry Fellas Pet Service LLCFurry Fellas Pet Service LLC is a reputable and experienced pet care company that has been serving the community since 2006. Our mission is to provide top-notch pet care services that cater to the unique needs of each furry client.Job SummaryWe are seeking a skilled and compassionate Pet Care Specialist to join our team. As...

  • Pet Care Specialist

    3 days ago


    Warwick, Rhode Island, United States Furry Fellas Pet Service LLC Full time

    Job Opportunity at Furry Fellas Pet Service LLCWe are seeking experienced and passionate individuals to join our team as Pet Care Specialists. As a Pet Care Specialist, you will be responsible for providing top-notch care and attention to our furry clients while their owners are away.Key Responsibilities:Visit client homes to care for their companions,...

  • Peer Specialist

    2 weeks ago


    Warwick, Rhode Island, United States Thrive Behavioral Health Full time

    Job DetailsJob Location: Warwick, RIJob Summary:Thrive Behavioral Health is seeking a Peer Specialist to join our Access Services team. As a Peer Specialist, you will provide direct mental health support to clients in emergency services, inpatient, outpatient, community support program, and residential settings.Key Responsibilities:Act as a role model to...

  • Peer Specialist

    2 weeks ago


    Warwick, Rhode Island, United States Thrive Behavioral Health Full time

    Job SummaryWe are seeking a highly motivated and compassionate Peer Specialist to join our team at Thrive Behavioral Health. As a Peer Specialist, you will play a vital role in providing direct mental health services to clients in emergency services, inpatient, outpatient, community support program, and residential settings.Key ResponsibilitiesAct as a role...

  • Peer Specialist

    7 days ago


    Warwick, Rhode Island, United States Thrive Behavioral Health Full time

    Job Details Job Location: Warwick, RI Job Summary Thrive Behavioral Health is seeking a Peer Specialist to join our Access Services team. As a Peer Specialist, you will provide direct mental health support to clients in emergency services, inpatient, outpatient, community support program, and residential settings. Key Responsibilities Act as a role model to...


  • Warwick, Rhode Island, United States Garage Headquarters Full time

    Job OverviewAt Garage Headquarters, our workforce is the cornerstone of our success. We pride ourselves on empowering our employees to enhance customer experiences through our innovative products and professional services.Position SummaryWe are seeking a dedicated Dispatcher to oversee and organize customer installation and service appointments, foster and...

  • Peer Specialist

    3 weeks ago


    Warwick, Rhode Island, United States Thrive Behavioral Health Full time

    Job SummaryThrive Behavioral Health, a leading provider of mental health and substance use services, is seeking a highly motivated and compassionate Peer Specialist to join our Access Services team. As a Peer Specialist, you will play a vital role in providing direct mental health support to clients in emergency services, inpatient, outpatient, community...

  • Peer Specialist

    1 week ago


    Warwick, Rhode Island, United States Thrive Behavioral Health Full time

    Job SummaryThrive Behavioral Health is seeking a Peer Specialist to join our Access Services team in Warwick, RI. As a Peer Specialist, you will provide direct mental health support to clients in emergency services, inpatient, outpatient, community support program, and residential settings.Key ResponsibilitiesAct as a role model to persons in recovery,...

  • Pet Care Specialist

    1 week ago


    Warwick, Rhode Island, United States Furry Fellas Pet Service LLC Full time

    Furry Fellas Pet Service LLC: A Leader in Pet CareWe are seeking experienced pet care professionals to join our team at Furry Fellas Pet Service LLC, a reputable and established pet care company with a passion for providing top-notch care to furry friends.About the RoleWe are looking for individuals who are passionate about animal care and have a strong...

  • Parts Specialist

    1 week ago


    West Warwick, Rhode Island, United States O'Reilly Auto Parts Full time

    Job Title: Parts SpecialistWe are seeking a highly skilled and customer-focused Parts Specialist to join our team at O'Reilly Auto Parts. As a key member of our sales team, you will be responsible for providing exceptional customer service and support to our retail and installer customers.Key Responsibilities:Provide outstanding customer service and support...


  • West Warwick, Rhode Island, United States Comprehensive Community Action Full time

    Job Title: Youth Development SpecialistComprehensive Community Action (CCAP) is seeking a dedicated and compassionate Youth Development Specialist to join our team. As a key member of our Learn 2 Earn program, you will play a vital role in empowering youth and young adults to achieve their education and employment goals.Job Summary:The Youth Development...


  • Warwick, Rhode Island, United States West Bay RI Full time

    Job SummaryWe are seeking a skilled Transition Services Specialist to join our team at West Bay RI. As a key member of our staff, you will play a vital role in supporting the transition of special education high school students into the workforce.Key Responsibilities:Conduct comprehensive person-centered assessments to identify students' career interests,...

  • Peer Specialist

    3 weeks ago


    Warwick, Rhode Island, United States Thrive Behavioral Health Full time

    Job SummaryThrive Behavioral Health is seeking a highly motivated and compassionate Peer Specialist to join our team. As a Peer Specialist, you will play a vital role in providing direct mental health services to clients in various settings, including emergency services, inpatient, outpatient, community support programs, and residential settings.Key...


  • Warwick, Rhode Island, United States Greenwood Credit Union Full time

    Job OverviewGreenwood Credit Union is excited to announce an opening for a Customer Service Specialist within our Call Center. We provide a competitive salary, comprehensive benefits, and a supportive work environment that encourages professional growth.Position Summary:This role is essential in delivering a wide range of member service and sales support...


  • West Warwick, Rhode Island, United States Complete HR Solutions Full time

    Job SummaryWe are seeking a highly motivated and compassionate Patient Engagement Specialist to join our team at Complete HR Solutions. As a Patient Engagement Specialist, you will play a critical role in improving individual and population health outcomes by providing intervention, resources, and referrals to patients in need.Key ResponsibilitiesEvaluate...


  • West Warwick, Rhode Island, United States Securitas Security Services USA Full time

    Securitas Security Services USA is seeking a dedicated Safety and Security Specialist to join our team at a healthcare facility. This position is a full-time role during the day shift.Key Responsibilities:Conduct light foot patrols throughout the premises.Monitor interior and exterior areas using computer systems and CCTV.Manage access control procedures...