Client Service Specialist
About The Position
Marblestone Wealth is seeking a detail-oriented and client-focused Client Service Specialist to join our growing wealth management practice. This role is central to delivering a high-touch client experience while ensuring the seamless execution of investment operations and service processes. You will partner closely with Financial Advisors to support client relationships, execute transactions, and manage day-to-day operational workflows. The ideal candidate thrives in a fast-paced environment, demonstrates strong ownership, and believes that going above and beyond for clients is the standard.
Requirements
- Series 7 and Series 66 licenses preferred (or willingness to obtain within 6 months)
- Prior experience in financial services or a similar client service/operations role preferred
- Strong attention to detail and ability to manage multiple priorities
- Excellent organizational, problem-solving, and time management skills
- Strong communication and interpersonal skills
- Knowledge of financial products, investment operations, and account types preferred
Responsibilities
- Serve as a primary point of contact for client inquiries and service needs, delivering a high-quality client experience while building and strengthening long-term relationships.
- Support account servicing, including transfers, forms, and client communications
- Facilitate money movement (wires, ACH, rollovers) and manage account updates
- Execute trades and ensure all truncations are accurately tracked, documented, and maintained within client records in accordance with compliance requirements.
- Prepare client reports and coordinate with external partners as needed
- Partner with the home office to resolve account issues and ensure timely completion of transactions
- Assist with team initiatives, process improvements, and overall practice operations
- Maintain compliance with all regulatory and firm standards
Benefits
- Health, dental, vision, life, and disability insurance
- Paid time off and 10 paid holidays
- 401(k) retirement plan
- Financial planning benefit for employees and their household
- Professional development and business-related education reimbursement
- Clear opportunities for career growth and advancement
- Seasonal Summer Hours offering shortened hours
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1-10 employees
