Client Service Specialist
Ameriprise Financial, Colchester, VT, United States
Client Service Specialist
Marblestone Wealth - A Private Wealth Advisory Practice of Ameriprise Financial
Location:
In-Office - Colchester, VT
Employment Type:
Full-time
About the Role
Marblestone Wealth is seeking a detail-oriented and client-focused
Client Service Specialist
to join our growing wealth management practice. This role is central to delivering a high-touch client experience while ensuring the seamless execution of investment operations and service processes.
You will partner closely with Financial Advisors to support client relationships, execute transactions, and manage day-to-day operational workflows. The ideal candidate thrives in a fast-paced environment, demonstrates strong ownership, and believes that going above and beyond for clients is the standard.
Key Responsibilities
Client Service & Operations
Serve as a primary point of contact for client inquiries and service needs, delivering a high-quality client experience while building and strengthening long-term relationships.
Support account servicing, including transfers, forms, and client communications
Facilitate money movement (wires, ACH, rollovers) and manage account updates
Execute trades and ensure all truncations are accurately tracked, documented, and maintained within client records in accordance with compliance requirements.
Prepare client reports and coordinate with external partners as needed
Onboarding & Team Support
Partner with the home office to resolve account issues and ensure timely completion of transactions
Assist with team initiatives, process improvements, and overall practice operations
Maintain compliance with all regulatory and firm standards
Qualifications
Series 7 and Series 66 licenses preferred (or willingness to obtain within 6 months)
Prior experience in financial services or a similar client service/operations role preferred
Strong attention
to detail
and ability to manage multiple priorities
Excellent organizational, problem-solving, and time management skills
Strong communication and interpersonal skills
Knowledge of financial products, investment operations, and account types preferred
Compensation & Benefits
Compensation of
$25.00-$32.00 , based on experience and licensing qualifications.
Non-exempt
We offer a competitive and comprehensive benefits package, including:
Health, dental, vision, life, and disability insurance
Paid time off and 10 paid holidays
401(k) retirement plan
Financial planning benefit for employees and their household
Professional development and business-related education reimbursement
Clear opportunities for career growth and advancement
Seasonal Summer Hours offering shortened hours
Why Join Our Practice
This is an opportunity to step into a senior leadership role within a growing, high-performing wealth management firm that values professionalism, collaboration, and long-term career growth.
Our Culture & Values
We hire for character, culture, and commitment, and are guided by a strong set of shared values and principles.
Core Values: Service, Integrity, Teamwork
Cultural Values: Empowerment, Commitment, Sustainability
Guiding Principles:
Attitude makes all the difference • Every interaction creates a story • We leverage each other's strengths • Start where you are • Enjoy the ride • Leadership from every chair
We prioritize building a connected, high-performing team through meaningful recognition and community involvement, including annual team-focused events and organized community service initiatives.
We value connection beyond the office, hosting an annual summer family BBQ during part of the workday for employees and their families to relax and spend time together.
Annual Team Volunteer Day - a dedicated half-day each year to give back to the community.
Equal Opportunity Employer
We are committed to creating a diverse and inclusive workplace and encourage all qualified candidates to apply.
Marblestone Wealth - A Private Wealth Advisory Practice of Ameriprise Financial
Location:
In-Office - Colchester, VT
Employment Type:
Full-time
About the Role
Marblestone Wealth is seeking a detail-oriented and client-focused
Client Service Specialist
to join our growing wealth management practice. This role is central to delivering a high-touch client experience while ensuring the seamless execution of investment operations and service processes.
You will partner closely with Financial Advisors to support client relationships, execute transactions, and manage day-to-day operational workflows. The ideal candidate thrives in a fast-paced environment, demonstrates strong ownership, and believes that going above and beyond for clients is the standard.
Key Responsibilities
Client Service & Operations
Serve as a primary point of contact for client inquiries and service needs, delivering a high-quality client experience while building and strengthening long-term relationships.
Support account servicing, including transfers, forms, and client communications
Facilitate money movement (wires, ACH, rollovers) and manage account updates
Execute trades and ensure all truncations are accurately tracked, documented, and maintained within client records in accordance with compliance requirements.
Prepare client reports and coordinate with external partners as needed
Onboarding & Team Support
Partner with the home office to resolve account issues and ensure timely completion of transactions
Assist with team initiatives, process improvements, and overall practice operations
Maintain compliance with all regulatory and firm standards
Qualifications
Series 7 and Series 66 licenses preferred (or willingness to obtain within 6 months)
Prior experience in financial services or a similar client service/operations role preferred
Strong attention
to detail
and ability to manage multiple priorities
Excellent organizational, problem-solving, and time management skills
Strong communication and interpersonal skills
Knowledge of financial products, investment operations, and account types preferred
Compensation & Benefits
Compensation of
$25.00-$32.00 , based on experience and licensing qualifications.
Non-exempt
We offer a competitive and comprehensive benefits package, including:
Health, dental, vision, life, and disability insurance
Paid time off and 10 paid holidays
401(k) retirement plan
Financial planning benefit for employees and their household
Professional development and business-related education reimbursement
Clear opportunities for career growth and advancement
Seasonal Summer Hours offering shortened hours
Why Join Our Practice
This is an opportunity to step into a senior leadership role within a growing, high-performing wealth management firm that values professionalism, collaboration, and long-term career growth.
Our Culture & Values
We hire for character, culture, and commitment, and are guided by a strong set of shared values and principles.
Core Values: Service, Integrity, Teamwork
Cultural Values: Empowerment, Commitment, Sustainability
Guiding Principles:
Attitude makes all the difference • Every interaction creates a story • We leverage each other's strengths • Start where you are • Enjoy the ride • Leadership from every chair
We prioritize building a connected, high-performing team through meaningful recognition and community involvement, including annual team-focused events and organized community service initiatives.
We value connection beyond the office, hosting an annual summer family BBQ during part of the workday for employees and their families to relax and spend time together.
Annual Team Volunteer Day - a dedicated half-day each year to give back to the community.
Equal Opportunity Employer
We are committed to creating a diverse and inclusive workplace and encourage all qualified candidates to apply.