Client Service Associate

Vista Capital Partners • Portland, OR

9d • Hybrid

About The Position

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.

Requirements

• Minimum of 3-5 years of business experience, preferably in the financial services industry.
• Experience with custodian processes and paperwork preferred (Charles Schwab experience a plus).
• Proficient with computers and software packages, particularly Microsoft Word, Excel, PowerPoint and Outlook.
• 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.
• Must have the legal right to work in the United States. At this time, Vista is unable to provide visa sponsorship.
• 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.

Nice To Haves

• Experience with custodian processes and paperwork preferred (Charles Schwab experience a plus).

Responsibilities

• 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.

Benefits

• Health, dental, and vision insurance, long-term disability coverage.
• Flexible paid time off policy & sabbaticals.
• 401(k) and profit sharing.
• Paid Parental leave, professional development support, charitable contribution matching, financial planning support.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees