Client Service Specialist

Marblestone Wealth, a Private Wealth Advisory Practice of Ameriprise Financial - Are you a detail-oriented individual with a passion for finance and client relations? We are currently hiring for the position of Client Service Specialist within our practice. Our dynamic culture sets us apart. We take time to enjoy the ride and have fun events and team outings on a quarterly basis. We offer an engaging and supportive environment where you will play a pivotal role in ensuring the smooth operation of our financial services.
Responsibilities:

• Trades/Transactions: Execute and manage trades and transactions aligned with client portfolios and investment strategies.
• Money Movements: Oversee and facilitate money movements to ensure accurate and timely financial transactions.
• Client Service Resolution: Collaborate with the home office to address and resolve Client Service issues promptly and effectively.
• Applications: Handle various applications related to client accounts and financial processes.
• New Business: Support the onboarding process for new business, ensuring a seamless experience for clients.
• Client Outreach: Engage with clients as needed to strengthen relationships and address inquiries.

Qualifications:

• Series 7, and Series 66 licenses preferred; or willing to obtain within in six months after being hired.
• Previous experience in a similar role within the financial services industry, preferred.
• High attention to detail and ability to thrive in a fast-paced environment.
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal skills.
• Knowledge of financial products and investment strategies.

Compensation:

• Commensurate with experience

Benefits:

• Annual bonus opportunities.
• Flexible work environment - in-office or remote options.
• Paid Time Off (PTO) and paid holidays.
• Comprehensive medical, dental, vision, life insurance and disability coverage.
• 401k with a match, profit sharing.
• Summer hours for a better work-life balance.

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time