Wealth Client Services Associate — Growth & Impact

WellBridge Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC; Colchester (VT); On-site; USD 40,000 - 55,000; Full time

Job summary

WellBridge Wealth in Colchester, VT is seeking a Registered Client Service Associate to join our on-site team. You will support financial advisors by delivering high-quality client service, handling calls, inquiries, and maintaining accurate client records, while preparing and processing account paperwork.

This role emphasizes proactive client outreach, collaboration with advisors, compliance with firm and regulatory standards, and a commitment to confidential, expert service that helps clients

Qualifications

• Strong client services and relationship support skills.
• Excellent communication to handle inquiries and convey information.
• Solid finance knowledge to understand planning concepts and accounts.
• Securities registration (FINRA 7/66) or ability to obtain within timeframe preferred.
• Attention to detail and proficiency with CRM and office software.
• Ability to work collaboratively in an advisory team and maintain confidentiality.
• Prior experience in financial services or wealth management.
• Associate or Bachelor degree in business/finance or equivalent experience preferred.

Responsibilities

• Handle inbound calls and client inquiries, maintaining accurate records.
• Prepare and process account paperwork and meeting follow-ups.
• Assist in financial planning data entry and investment transactions.
• Proactively reach out to clients regarding account updates and service needs.
• Ensure compliance with firm and regulatory standards.

Skills

Client Services

Communication skills

Finance knowledge

Series 7/66

CRM

Detail-oriented

Team collaboration

Confidentiality

Operations support

Education

Bachelor's degree in business/finance

Associate’s degree in business/finance

Tools

CRM software

Office software

Job description

WellBridge Wealth in Colchester, VT is seeking a Registered Client Service Associate to join our on-site team. You will support financial advisors by delivering high-quality client service, handling calls, inquiries, and maintaining accurate client records, while preparing and processing account paperwork.

This role emphasizes proactive client outreach, collaboration with advisors, compliance with firm and regulatory standards, and a commitment to confidential, expert service that helps clients