What are the responsibilities and job description for the Client Service Associate position at Vista Wealth Solutions?
Client Services Associate
Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and Design
At Integrity Advisors Pension Consultants, the Client Services Associate is more than an operations role — it’s the connective tissue of the entire client experience. You’ll be the trusted point of contact who ensures every request, update, and interaction is handled with accuracy, warmth, and follow‑through. Your work directly supports our advisors, empowers our clients, and strengthens a 60‑year legacy of excellence in pension and tax strategy.
If you thrive in a role where detail matters, relationships matter, and your work truly impacts people’s financial futures, you’ll feel right at home here.
Why Build Your Career With Integrity Advisors Pension Consultants?
A Family Firm With a Singular Philosophy: Staying Current Changes Everything.
For more than six decades, our family has specialized in one niche: designing advanced retirement and tax strategies for closely held business owners. We don’t chase products — we engineer solutions. Our founder, Salvatore Gaglio, built this firm on the belief that the greatest opportunities in retirement planning live in the design, not the sales pitch. His children and grandchildren continue that mission today.
Joining Us Means Joining a Firm That Is
What You’ll Do
Account Opening
What Makes You a Great Fit
Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and Design
At Integrity Advisors Pension Consultants, the Client Services Associate is more than an operations role — it’s the connective tissue of the entire client experience. You’ll be the trusted point of contact who ensures every request, update, and interaction is handled with accuracy, warmth, and follow‑through. Your work directly supports our advisors, empowers our clients, and strengthens a 60‑year legacy of excellence in pension and tax strategy.
If you thrive in a role where detail matters, relationships matter, and your work truly impacts people’s financial futures, you’ll feel right at home here.
Why Build Your Career With Integrity Advisors Pension Consultants?
A Family Firm With a Singular Philosophy: Staying Current Changes Everything.
For more than six decades, our family has specialized in one niche: designing advanced retirement and tax strategies for closely held business owners. We don’t chase products — we engineer solutions. Our founder, Salvatore Gaglio, built this firm on the belief that the greatest opportunities in retirement planning live in the design, not the sales pitch. His children and grandchildren continue that mission today.
Joining Us Means Joining a Firm That Is
- Deeply specialized
- Proudly family‑run
- Committed to precision, compliance, and long‑term client relationships
- Known for translating complex tax and pension design into meaningful outcomes
What You’ll Do
Account Opening
- Coordinate and process new account applications with accuracy and compliance.
- Partner with custodians and internal operations to ensure smooth onboarding.
- Maintain clean, organized, and up‑to‑date CRM and document records.
- Execute wires, ACH transfers, journals, and distributions with precision.
- Confirm all required authorizations and safeguard client assets.
- Track pending transfers and keep clients and advisors proactively informed.
- Build polished, comprehensive meeting packets and performance reports.
- Manage advisor calendars and coordinate client meeting logistics.
- Research accounts and prepare background summaries to elevate every discussion.
- Serve as a responsive, professional first point of contact for clients.
- Resolve routine service issues independently and escalate when needed.
- Follow up diligently on open items and ensure nothing falls through the cracks.
- Support new client onboarding and help clients understand their accounts.
What Makes You a Great Fit
- Experience in wealth management, brokerage, banking, or financial services.
- Ability to stay composed and effective in a fast‑moving advisory environment.
- Exceptional multitasking and prioritization skills — you know what needs attention now and what can wait.
- A collaborative, solutions‑oriented mindset.
- Impeccable attention to detail and documentation accuracy.
- Bachelor’s degree required.
- 2–3 years in financial services preferred.
- SIE, Series 7, and Series 65 preferred.
- To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.
Salary : $60,000 - $65,000