Client Service Associate

Vista Wealth Solutions • Armonk, NY

43d • Onsite

About The Position

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.

Requirements

• 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.
• US Citizen or permanent resident.
• Ability to obtain required licenses and registrations.

Nice To Haves

• 2–3 years in financial services preferred.
• SIE, Series 7, and Series 65 preferred.

Responsibilities

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Entry Level