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Our Wealth Management team represents an array of different backgrounds and brings unique perspectives, ideas, and experiences helping to create a work community that is culture-driven, resilient, results-focused, and effective. Brokerage's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team, who are committed to their needs.

<div style="text-align:justify"><strong> Job Summary:</strong></div><ul><li style="text-align:justify"> Brokerage Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the largest businesses of its kind in the world, specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.</li><li style="text-align:justify"> Brokerage's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team, who are committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Brokerage, coupled with the banking convenience of a leading financial institution.</li><li style="text-align:justify"> At Brokerage, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings unique perspectives, ideas, and experiences helping to create a work community that is culture-driven, resilient, results-focused, and effective.</li><li style="text-align:justify"> This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. This position serves as the primary point of contact within Brokerage to address all service needs of clients.</li><li style="text-align:justify"> The Registered Wealth Management Client Associate supports a highly successful team of Financial Advisors by providing both administrative and operational support.<br/> 
 This role supports a high-profile, highly successful team that is consistently recognized in <em> Barron's</em> and <em> Forbes</em> top financial advisor listings. The team and company culture are collaborative, performance-oriented, and centered around delivering excellence in the client experience.</li></ul><div><hr/></div><div style="text-align:justify"><strong> Non-Negotiable Requirements:</strong></div><ul><li style="text-align:justify"> Fully licensed with active Series 7 and 66 (or BOTH Series 63 and 65 in lieu of the 66).</li><li style="text-align:justify"> Clean U-4.</li><li style="text-align:justify"> Previous experience as a registered Client Associate supporting Financial Advisors.</li><li style="text-align:justify"> Highly polished with excellent communication and presentation skills.</li><li style="text-align:justify"> Ideally 3 5+ years of experience in a similar role.</li><li style="text-align:justify"><strong> Ready to work as a fulltime employee of 37.5 hours weekly.</strong></li></ul><div><hr/></div><div style="text-align:justify"><strong> Responsibilities:</strong></div><ul><li style="text-align:justify"> Provide excellent client service by educating clients on all service and banking offerings.</li><li style="text-align:justify"> Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor (FA) requests.</li><li style="text-align:justify"> Align practices with company policies and procedures to support operational excellence, client protection, and risk management.</li><li style="text-align:justify"> Identify, deepen, and maintain client relationships by promoting the company's offerings and incorporating banking solutions into daily practices, while communicating outcomes to the FA.</li><li style="text-align:justify"> Support daily team operations, including covering roles during absences or peak periods, while maintaining a client-first mindset.</li></ul><div><hr/></div><div style="text-align:justify"><strong> Required Qualifications:</strong></div><ul><li style="text-align:justify"> Client Securities Industry Essentials (SIE), Series 7, and 66, or BOTH Series 63 and 65 in lieu of the 66.</li><li style="text-align:justify"> Demonstrated advanced industry knowledge and understanding of investment products.</li></ul><div><hr/></div><div style="text-align:justify"><strong> Desired Qualifications:</strong></div><ul><li style="text-align:justify"> Energetic, self-motivated, coachable, and adaptable.</li><li style="text-align:justify"> Enjoys working in a dynamic, fast-paced environment.</li><li style="text-align:justify"> Detail-oriented and invested in ongoing personal development.</li><li style="text-align:justify"> Committed to delivering an excellent client experience.</li><li style="text-align:justify"> Efficient in meeting client needs and delivering complex solutions.</li><li style="text-align:justify"> Discreet and professional in handling sensitive information.</li><li style="text-align:justify"> Proficient in Microsoft Word, Excel, and PowerPoint.</li><li style="text-align:justify"> Salesforce experience is a plus.</li><li style="text-align:justify"> Strong verbal and written communication skills.</li></ul><div><hr/></div><div style="text-align:justify"><strong> Key Skills:</strong></div><ul><li style="text-align:justify"> Account Management</li><li style="text-align:justify"> Client Management</li><li style="text-align:justify"> Customer and Client Focus</li><li style="text-align:justify"> Issue Management</li><li style="text-align:justify"> Oral Communications</li><li style="text-align:justify"> Business Development</li><li style="text-align:justify"> Client Solutions Advisory</li><li style="text-align:justify"> Pipeline Management</li><li style="text-align:justify"> Prioritization</li><li style="text-align:justify"> Administrative Services</li><li style="text-align:justify"> Emotional Intelligence</li><li style="text-align:justify"> Referral Identification</li><li style="text-align:justify"> Written Communications</li></ul>

Macpower Digital Assets Edge Private Limited

Registered Wealth Management Client Associate

Administrative Skills

Banking Services

Brokerage

Business Development

Communication Skills

Corporate Policies

Customer Experience

Customer Relations

Customer Support/Service

Customer Training

Detail Oriented

Develop and Maintain Customers

Diversity

Establish Priorities

Financial Planning

Investment Services

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Operational Strategy

Operational Support

Operations

Operations Processes

Presentation/Verbal Skills

Retirement Planning

Risk Management

Sales Management

Sales Pipeline

Salesforce.com

Securities

Series 63

Series 7

Team Player

Wealth Management

Writing Skills

jobdiva

To coordinate the shipment of out-of-state/control state/wholesale shipments by communicating both verbally and in writing with the principles of each department involved: Inventory Control, Production and Control State/Wholesale departments. Walker has an immediate opening for a 2nd Shift Warehouse Supervisor who will be responsible for facilitating the efficient movement of both incoming and outgoing goods and product in a productive and cost-effective manner.

YEAR

<p>Warehouse Supervisor (2nd Shift)</p><p>Description:</p><p>Work a four-day work week!!</p><p>M.S. Walker has an immediate opening for a 2nd Shift Warehouse Supervisor who will be responsible for facilitating the efficient movement of both incoming and outgoing goods and product in a productive and cost-effective manner.</p><p>Shift: Monday-Thursday, Typically 1:00 pm - 12:00 am</p><p>Responsibilities:</p><ul><li>To supervise all union and temporary personnel while On Duty (as being on Company Premises).</li><li>To properly document all actions of union employees including, but not limited to: absences, lateness, violations of Company and contractual rules and regulations.</li><li>To monitor through proper documentation all incoming and outgoing shipments of product and goods.</li><li>To communicate and relay vital Company operational information to supervisors, fellow supervisors and to the supervisor who is relieving you, in writing and/or verbally.</li><li>Provide customer service in a polite and efficient manner to customers and salespeople inquiring about orders over the telephone and/or in person.</li><li>Supervise and make delivery decisions by phone with union drivers while they are on their routes.</li><li>Supervise the morning check-out of union drivers including, but not limited to: documenting the number of invoices and (add on cases) the driver is checking out with.</li><li>To accurately sign temporary help vouchers with hours worked by the temporary helpers.</li><li>To properly secure and alarm Company premises when it is your responsibility to do so.</li><li>Report all delivery problems by logging them on daily driver phone-in for authorization report.</li><li>Monitor driver and warehouse employee's performance and report to supervisors.</li><li>Use computer for Inventory and customer service functions.</li><li>To coordinate the shipment of out-of-state/control state/wholesale shipments by communicating both verbally and in writing with the principles of each department involved: Inventory Control, Production and Control State/Wholesale departments.</li><li>To fill in on the duties and responsibilities of the Shipping Operations Manager on days and times when they are not present.</li><li>To monitor that all operations are conducted following Company safety procedures and that the safety of the workers that you are responsible for is of paramount importance - will not condone or overlook unsafe work practices.</li><li>To do daily warehouse checks (at the beginning and end of the shift) to make sure all breakage and garbage is cleaned before your shift is relieved.</li><li>Other duties as assigned.</li></ul><p>Functions necessary to complete the above listed requirements of job description:</p><p>Stand: Continuously</p><p>Bend/Squat: Occasionally</p><p>Climb: Occasionally</p><p>Computation Skills: Occasionally</p><p>Lift/Carry 0-55 lbs: Frequently</p><p>Push/Pull: Occasionally</p><p>Reach Overhead: Occasionally</p><p>Sit: Occasionally</p><p>Use of Computer: Occasionally</p><p>Verbal Communication: Frequently</p><p>Walk: Frequently</p><p>Occasionally = 0-2 Hours Daily</p><p>Frequently = 3-5 Hours Daily</p><p>Continuously = 6-10 Hours Daily</p><p>Benefits:</p><p>We offer a Comprehensive Benefits Plan that includes the following:</p><ul><li>Medical & Dental Insurance</li><li>Vision Coverage</li><li>Paid-Time-Off Program</li><li>Fidelity Investments 401k</li><li>Disability, Life, Accident & Illness Insurance Packages</li><li>Discounted Fitness Memberships</li><li>Free & Discounted Work/Life Resources</li><li>Career Advancement Opportunities</li></ul><p>Who we are:</p><p>Founded in Boston in 1933, M.S. Walker is a 5th-generation, family-owned wine and spirits importer and distributor, a spirits bottler, and a national supplier. We serve On-Premise and Off-Premise establishments throughout the Northeast, with direct operations in Massachusetts, New York, New Jersey and Rhode Island and brokerage operations in Maine, New Hampshire and Vermont. We represent a budding portfolio of wine and spirits nationwide, including our own brands, and we strive to offer the most prestigious portfolio in the industry. M.S. Walker has built our foundation and future on our people - our employees are truly our greatest asset. Our company boasts a diverse pool of exceptionally special team members who each bring their unique skills and experience to the organization.</p><p>Mission Statement:</p><p>Since 1933, our mission has been firmly rooted in our core values of family, integrity, respect, honesty, and hard work. We are deeply committed to upholding these principles for our team members, customers and suppliers alike. We seek to build and maintain long-lasting relationships based on trust and reliability. By honoring our heritage and embracing innovation, we aim to continuously improve and adapt to meet the evolving needs of our industry, while responsibly contributing to the communities we serve. Together, we strive to elevate the spirit of hospitality and foster a vibrant and respectful culture in all facets of the organization and beyond.</p><p>Pay Range: $75,000 - $85,000 annually</p>

Brokerage Jobs in East Providence, RI

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Brokerage Jobs in East Providence, RI

Registered Wealth Management Client Associate Macpower Digital Assets Edge Private Limited

Warehouse Supervisor (2nd Shift) M.S. Walker, Inc

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