Wealth Client Service & Operations Specialist
Job in
Colchester, Chittenden County, Vermont, 05446, USA
Listed on 2026-08-31
Listing for:
Jambalaya Group
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
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
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