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Wealth Client Experience Specialist
Job in
Colchester, Chittenden County, Vermont, 05446, USA
Listed on 2026-09-01
Listing for:
Jamba Juice
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Marble stone Wealth – A Private Wealth Advisory Practice of Ameriprise Financial in Colchester, VT, is seeking a Client Service Specialist to support client relationships and day-to-day investment operations. You will partner with Financial Advisors to execute transactions, manage inquiries, and ensure compliance across processes.
The role emphasizes attention to detail, strong organizational and communication skills, and the ability to handle multiple priorities in a fast-paced environment.
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