Marblestone Wealth – A Private Wealth Advisory Practice of Ameriprise Financial in Colchester, VT, is seeking a Client Service Specialist to deliver a high-touch experience while supporting investment operations. You will work with Financial Advisors to handle client inquiries, execute transactions, and manage day-to-day workflows in a fast-paced, detail-oriented environment.
The role emphasizes ownership, accuracy, and proactive service, with opportunities to develop in client service and
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Wealth Client Services & Operations Specialist in Colchester employer: Ameriprise Financial Services, LLC
Columbia Threadneedle Investments is an exceptional employer, offering a collaborative and inclusive work culture that prioritises face-to-face interaction and personal connection. With a strong commitment to employee growth and development, the company provides opportunities for meaningful contributions within the financial services sector, all while maintaining a focus on work-life balance and flexibility. Located in a vibrant area, employees benefit from a supportive environment that values diversity and encourages professional advancement.
Contact Details:
Ameriprise Financial Services, LLC Recruitment Team
