What are the responsibilities and job description for the Client Service Associate position at Vista Capital Partners?
About Vista
Vista Capital Partners was founded in 2001 as a new kind of wealth management firm—one that prioritizes evidence over ego and long-term happiness over short-term hype. We strive to help clients explore what’s possible, then tailor a plan for the life they want. We show up as our authentic selves, embrace learning and growth, and work toward a shared vision of becoming Oregon’s most admired wealth management firm. Our mission is simple: to build happier and more prosperous lives.
In keeping with our mission, we’re hiring a Client Services Associate to join our talented team of professionals.
Job Summary
The Client Service Associate functions as part of a three-person client service team administering, supporting, and coordinating the activities related to serving our clients. We are looking for an individual who works well in a team environment and can provide superior client service.
Duties and Responsibilities
Client Service Associate responsibilities include the following:
- Assist in the administration of client accounts including establishing new accounts, transferring securities, facilitating deposits and withdrawals, etc.
- Develop personal and professional rapport with clients.
- Coordinate and schedule client meetings.
- Generate quarterly performance reports and statements.
- Facilitate onboarding of new clients.
- Provide general office support and cover the front desk as needed.
- Collaborate with the client service team on additional duties.
- Ensure exceptional service experience for Vista clients.
Core Values
We will hire the person who best embodies and embraces Vista’s core values:
Act with Integrity
- Successful relationships are built on trust.
Strive for Simplicity
- Keeping things simple allows us to focus on what truly matters.
Be Passionate
- An unwavering belief in what we’re doing brings out the best in us. Passion inspires and is contagious.
Pursue Excellence
- Our clients and colleagues deserve our best effort. Always.
Enjoy the Journey
- A fun and flexible work environment allows our people to enjoy happy and fulfilling lives.
Qualifications
The Client Service Associate position typically requires the following qualifications:
- Experience: Minimum of 3-5 years of business experience, preferably in the financial services industry.
- Custodians: Experience with custodian processes and paperwork preferred (Charles Schwab experience a plus).
- Technology: Proficient with computers and software packages, particularly Microsoft Word, Excel, PowerPoint and Outlook.
- Onsite Availability: Ability to work in the office up to four full days per week during the first six months (or until proficiency in the role is demonstrated). Afterward, a hybrid model of at least three full days per week in the office is required.
- Work Authorization: Must have the legal right to work in the United States. At this time, Vista is unable to provide visa sponsorship.
- Background & Credit Check: Employment is contingent upon successful completion of a background and credit check, conducted in accordance with applicable law. As part of this process, we review information relevant to the responsibilities of the role, including indicators of financial reliability.
Salary and Benefits
Pay/benefits are competitive based on industry standards:
- Salary: Commensurate with experience
- Benefits: Health, dental, and vision insurance, long-term disability coverage
- Hybrid Work Model: Our Hybrid model requires 3 full days in office
- Time off: Flexible paid time off policy & sabbaticals
- Retirement: 401(k) and profit sharing
- Other: Paid parental leave, professional development support, charitable contribution matching, financial planning support
VISTA CAPITAL PARTNERS IS AN EQUAL OPPORTUNITY EMPLOYER.