What are the responsibilities and job description for the Client Service Specialist position at Ameriprise Financial - Vermont?
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. The Operations Director will play a critical role in shaping the firm’s infrastructure, culture, and future success.
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 other’s 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.
Salary : $25 - $32