Client Service Specialist

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 others 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.