Wealth Client Experience Specialist

Jamba Juice; Colchester (VT); On-site; USD 56,000 - 67,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid time off

Professional development

Job summary

Marblestone Wealth – A Private Wealth Advisory Practice of Ameriprise Financial in Colchester, VT, is seeking a Client Service Specialist to support client relationships and day-to-day investment operations. You will partner with Financial Advisors to execute transactions, manage inquiries, and ensure compliance across processes.

The role emphasizes attention to detail, strong organizational and communication skills, and the ability to handle multiple priorities in a fast-paced environment.

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

Responsibilities

• 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
• 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

Attention to detail

Organizational skills

Problem solving

Time management

Communication & interpersonal

Education

Series 7 and Series 66 licenses

Job description

Marblestone Wealth – A Private Wealth Advisory Practice of Ameriprise Financial in Colchester, VT, is seeking a Client Service Specialist to support client relationships and day-to-day investment operations. You will partner with Financial Advisors to execute transactions, manage inquiries, and ensure compliance across processes.

The role emphasizes attention to detail, strong organizational and communication skills, and the ability to handle multiple priorities in a fast-paced environment.