What are the responsibilities and job description for the Client Service Associate position at Vista Wealth Solutions?
Do you take pride in a job well done and seek to exceed expectations? Do you act with a servant’s heart?
We value organized and detail-oriented professionals who are self-starters and life-long learners that like helping people achieve their dreams. We are looking to add a committed team player to join our growing firm.
The role of Client Service Associate is a valued member of our team who will be aligned with and assist a senior advisor with day-to-day operations to amplify the advisor’s role, success of our clients, and growth of the firm.
How will you help support our clients and practice?
We value organized and detail-oriented professionals who are self-starters and life-long learners that like helping people achieve their dreams. We are looking to add a committed team player to join our growing firm.
The role of Client Service Associate is a valued member of our team who will be aligned with and assist a senior advisor with day-to-day operations to amplify the advisor’s role, success of our clients, and growth of the firm.
How will you help support our clients and practice?
- 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
- Honest and full of integrity. Understanding we are helping clients with an important, integral and intimate part of their lives; their money.
- A natural service provider who derives their energy from a supporting role
- A self-starter who pro-actively ‘sweats the small stuff’ and creatively identifies opportunities to “Wow!”
- Excellent communicator in both verbal and written mediums
- Comfortable in a fast-paced work environment offering variety and constant evolution
- Technologically savvy and embracing of the continued adoption of industry-leading technology and processes
- An excellent multi-tasker with ability to be both quick and thorough; never sacrificing significant attention to details and data accuracy
- A 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
- Primary office location will be New Castle, DE with some hybrid opportunities
- Full-time starting salary up to $55,000 per year
- Competitive PTO Offering
- Retirement Plan with Match
- Health & Welfare Benefits including Medical, Dental, and Vision Insurance
- Supportive, collaborative, positive and growth-oriented work environment
Salary : $50,000 - $55,000