Vista Wealth Solutions is a growing firm seeking a committed Client Service Associate to support a senior advisor with day-to-day operations. The role involves managing client interactions, organizing meetings, and enhancing client service processes to provide a remarkable experience.
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
Skills
- Organized and detail-oriented
- Self-starter
- Life-long learner
- Committed team player
- Ability to support all aspects of the advisor role without pressure of sales or prospecting
- Ability to record live meeting notes and 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
- Honest and full of integrity
- Natural service provider
- Excellent communicator in both verbal and written mediums
- Comfortable in a fast-paced work environment
- Technologically savvy and embracing of the continued adoption of industry-leading technology and processes
- Excellent multi-tasker with ability to be both quick and thorough
- Attention to details and data accuracy
- Student of personal development on the journey of best-self realization
- 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
Benefits
- Competitive PTO Offering
- Retirement Plan with Match
- Health & Welfare Benefits including Medical, Dental, and Vision Insurance
- Supportive, collaborative, positive and growth-oriented work environment
Company Overview
- MassMutual Greater Philadelphia (MMGP) is now Vista Wealth Solutions! At Vista Wealth Solutions, we help clients see more of the life they want, providing transparent guidance, educational insights, and customized strategies aligned to each person’s goals. It was founded in 1886, and is headquartered in Radnor, PA, US, with a workforce of 201-500 employees. Its website is https://www.vistawealthsolutions.com.