What are the responsibilities and job description for the Client Service & Operations Associate position at Vista Wealth Solutions?
Client Service & Operations AssociateLocation: Radnor, PA | Type: Full-TimeOverviewWe are a growing boutique financial services firm based in Radnor, PA. We are seeking a Client Service & Operations Associate who takes pride in accuracy, organization, and delivering dependable support to clients and advisors.Our firm values Honesty & Integrity, Getting Things Done, Teamwork, and Continuous Improvement. We’re looking for someone who enjoys following clear processes, maintaining order in a fast-paced environment, and contributing to a team that values precision and follow-through.The RoleThe Client Service & Operations Associate ensures the day-to-day operations of our retirement plan advisory practice run smoothly. You’ll coordinate paperwork, manage timelines, and communicate with clients, advisors, and partners to ensure every task is completed correctly and on time.This position is ideal for someone who:Enjoys structured, process-driven work.Finds satisfaction in checking items off a list and keeping projects organized.Likes being part of a supportive team where quality and consistency matter.Wants to grow their career in financial services through mastering systems and client operations.CompensationStarting Salary: $60,000/yearBonus Potential: Up to 5% annually based on team goals plus up to 10% annually based on individual performanceKey ResponsibilitiesClient & Advisor SupportServe as a dependable administrative point of contact for clients and plan sponsorsSchedule meetings, prepare materials, and ensure follow-up tasks are tracked and completedMaintain accurate and up-to-date client files and CRM recordsPrepare client deliverables and reports for advisor reviewOperations & Project ManagementCoordinate with third-party administrators (TPAs), recordkeepers, and custodians on plan-related tasksTrack progress on projects such as plan amendments, fund changes, or provider transitionsReview and submit paperwork for new accounts, transfers, and plan updatesMaintain workflow checklists, meet deadlines, and ensure all details are completed correctlyWhy Join UsStructured environment with clear systems and defined responsibilitiesStable and collaborative team that values reliability and accuracyOpportunities to grow your skills in client service, operations, and retirement plan administrationA workplace where consistency, accountability, and doing things the right way are recognized and appreciatedHere is the link to the Culture Index - Culture Index Survey . It should take around 3 – 10 minutes. I’ve taken it myself and it is pretty straightforward and there are no right / wrong answers.
Salary : $60,000 - $65,000