Wealth Client Service & Operations Specialist

Jambalaya Group; Colchester (VT); On-site; USD 37,000 - 44,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Holidays

401(k) retirement plan

Professional development reimbursement

Career growth

Job summary

Marblestone Wealth – A Private Wealth Advisory Practice of Ameriprise Financial in Colchester, VT, is seeking a Client Service Specialist to deliver exceptional client service and support investment operations. You will work closely with Financial Advisors to handle inquiries, transfers, and client communications, while maintaining precise records and regulatory compliance.

The role emphasizes attention to detail, multi-tasking, and teamwork, with opportunities to grow into operations leadership

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

Series 7 license

Series 66 license

Financial services experience

Attention to detail

Organizational skills

Problem-solving

Time management

Job description

Marblestone Wealth – A Private Wealth Advisory Practice of Ameriprise Financial in Colchester, VT, is seeking a Client Service Specialist to deliver exceptional client service and support investment operations. You will work closely with Financial Advisors to handle inquiries, transfers, and client communications, while maintaining precise records and regulatory compliance.

The role emphasizes attention to detail, multi-tasking, and teamwork, with opportunities to grow into operations leadership