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

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