Wealth Client Services & Operations Specialist

Ameriprise Financial Services, LLC; Colchester; On-site; GBP 42,000 - 49,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

10 paid holidays

401(k) retirement plan

Financial planning benefit

Professional development reimbursement

Seasonal Summer Hours

Job summary

Marblestone Wealth – A Private Wealth Advisory Practice of Ameriprise Financial in Colchester, VT, is seeking a Client Service Specialist to deliver a high-touch experience while supporting investment operations. You will work with Financial Advisors to handle client inquiries, execute transactions, and manage day-to-day workflows in a fast-paced, detail-oriented environment.

The role emphasizes ownership, accuracy, and proactive service, with opportunities to develop in client service and

Qualifications

• Series 7 and Series 66 licenses preferred (or willingness to obtain within 6 months).
• Prior experience in financial services or a 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.

Responsibilities

• Serve as 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.
• 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.

Skills

Series 7 license

Series 66 license

Client service

Financial operations

Attention to detail

Time management

Communication skills

Interpersonal skills

Financial products knowledge

Job description

Marblestone Wealth – A Private Wealth Advisory Practice of Ameriprise Financial in Colchester, VT, is seeking a Client Service Specialist to deliver a high-touch experience while supporting investment operations. You will work with Financial Advisors to handle client inquiries, execute transactions, and manage day-to-day workflows in a fast-paced, detail-oriented environment.

The role emphasizes ownership, accuracy, and proactive service, with opportunities to develop in client service and