Client Service Associate
Vista Wealth Solutions is a growing firm seeking a committed Client Service Associate to support a senior advisor with day-to-day operations. The role involves managing client interactions, organizing meetings, and enhancing client service processes to provide a remarkable experience.
Responsibilities
- Work directly with an experienced CERTIFIED FINANCIAL PLANNER® professional
- Support all aspects of the advisor role without pressure of sales or prospecting
- Record live meeting notes, as well as organize post meeting debriefs
- Manage tasks, follow-ups and workflows to ensure prompt and accurate client service
- Act as point of contact and coordinator between advisor(s), clients, team members and industry partners
- Oversee implementation of new financial plans, investment accounts and insurance applications
- Assistance with management of advisor’s calendar and email
- Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to service model
- Approach all scenarios with a 'how can I help improve this' mindset
- Consistently seek to enhance existing processes with the goal of reducing friction and providing a 'Wow!' client experience with every interaction
Skills
- Organized and detail-oriented
- Self-starter
- Life-long learner
- Committed team player
- Ability to support all aspects of the advisor role without pressure of sales or prospecting
- Ability to record live meeting notes and organize post meeting debriefs
- Manage tasks, follow-ups and workflows to ensure prompt and accurate client service
- Act as point of contact and coordinator between advisor(s), clients, team members and industry partners
- Oversee implementation of new financial plans, investment accounts and insurance applications
- Assistance with management of advisor's calendar and email
- Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to service model
- Approach all scenarios with a 'how can I help improve this' mindset
- Consistently seek to enhance existing processes with the goal of reducing friction and providing a 'Wow!' client experience with every interaction
- Honest and full of integrity
- Natural service provider
- Excellent communicator in both verbal and written mediums
- Comfortable in a fast-paced work environment
- Technologically savvy and embracing of the continued adoption of industry-leading technology and processes
- Excellent multi-tasker with ability to be both quick and thorough
- Attention to details and data accuracy
- Student of personal development on the journey of best-self realization
- Prior personal, administrative, or executive assistant experience
- Prior investment or insurance industry experience
- Microsoft Office Skills - Outlook, Excel, PowerPoint, Teams, OneNote
- Industry Technology Platform Experience – eMoney, Wealthscape, Envestnet, EZapp
- Familiarity with CRM software or client database management
- Preference and ability to primarily work in-office
- For hybrid flexibility – protected and professional home office space
Benefits
- Competitive PTO Offering
- Retirement Plan with Match
- Health & Welfare Benefits including Medical, Dental, and Vision Insurance
- Supportive, collaborative, positive and growth-oriented work environment
Company Overview