Client Service Associate

Vista Wealth Solutions•Mullica Hill, NJ

8d•$55,000•Hybrid

About The Position

Client Service Associate 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? 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 Who do you need to be? 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

Requirements

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

Nice To Haves

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

Responsibilities

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