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. 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.