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Wealth Client Services & Operations Specialist
Job in
Colchester, Chittenden County, Vermont, 05446, USA
Listed on 2026-09-07
Listing for:
Jambalaya Group
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
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 support client relationships and day-to-day investment operations. This role partners with Financial Advisors to execute transactions and ensure accurate client records.
Responsibilities include client inquiries, transfers, wires, report preparation, and compliance with firm standards.
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