Client Services Specialist jobs in United States
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Vista Finance, LLC · 4 weeks ago

Client Services Specialist

positionSt Louis, MO
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$55K/yr - $60K/yr
date2+ years exp

Vista Finance, LLC is focused on providing exceptional financial management services and building trusted partnerships. As a Client Services Specialist, you will support advisors in daily operations and maintain client relationships while contributing to the overall client experience.

Financial Services

Responsibilities

Maintain rapport with clients as a trusted liaison between the client and their Advisor
Work directly with third-party Custodians and Advisors to support client needs
Assist with client account onboarding and information maintenance, including coordinating account transfers and confirming cost basis information for incoming assets
Populate and maintain systems data and client files, and coordinate client paperwork
Handle account administration tasks such as money movements, payments on taxes and insurance premiums, verify client account cash balances, and generate and review monthly available cash reports
Implement Advisor investment recommendations via trading through our Financial Custodial System (Fidelity)
Manage alternative investment subscriptions/redemptions and Limited Partnership agreements
Coordinate weekly client meeting schedules and supporting advisors in preparation for client meetings
Perform administrative duties such as handling inbound and outbound mail, reconciling monthly expense reports, scheduling coordination, marketing and branding assistance as needed, and other general support as requested

Qualification

Data analysisMicrosoft ExcelFinancial custodial systemsMicrosoft Office ApplicationsAdobe CloudNumerical abilitiesDiscretionCommunicationProblem solvingOrganizational skills

Required

Two or more years of experience relevant to the responsibilities listed above (experience with Ultra High Net Worth individuals is a plus)
Ability to handle confidential information with exceptional discretion
Ease with technology
Strong numerical and analytical abilities
Proficiency in Microsoft Office Applications

Preferred

Experience with Adobe Cloud for PDF generation and e-signature is preferred
Knowledge of financial custodial systems (Fidelity knowledge is a plus)
Series license or other financial designation a plus

Company

Vista Finance, LLC

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At Vista our team provides Total Personal Balance Sheet Management and Guidance.
dateFounded in 2021
people-size2-10 employees

Funding

Current Stage
Early Stage
Company data provided by crunchbase