Vista Wealth Solutions · 21 hours ago
Client Service & Operations Associate
Radnor, PA
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $60K/yrVista Wealth Solutions is a growing boutique financial services firm based in Radnor, PA. They are seeking a Client Service & Operations Associate who will ensure the day-to-day operations of their retirement plan advisory practice run smoothly, coordinating paperwork and managing timelines while communicating with clients and advisors.
Financial Services
Responsibilities
Serve as a dependable administrative point of contact for clients and plan sponsors
Schedule meetings, prepare materials, and ensure follow-up tasks are tracked and completed
Maintain accurate and up-to-date client files and CRM records
Prepare client deliverables and reports for advisor review
Coordinate with third-party administrators (TPAs), recordkeepers, and custodians on plan-related tasks
Track progress on projects such as plan amendments, fund changes, or provider transitions
Review and submit paperwork for new accounts, transfers, and plan updates
Maintain workflow checklists, meet deadlines, and ensure all details are completed correctly
Qualification
Required
Strong organizational skills and attention to detail
Ability to manage multiple tasks and deadlines in a fast-paced environment
Excellent communication skills for interacting with clients, advisors, and partners
Experience with administrative support and client service
Proficiency in maintaining accurate records and documentation
Willingness to obtain necessary licenses if not already held
Preferred
Experience in financial services or retirement plan administration
Familiarity with CRM systems and project management tools
Ability to work collaboratively in a team-oriented environment
Interest in continuous improvement and professional development
Benefits
Bonus Potential: Up to 5% annually based on team goals plus up to 10% annually based on individual performance
Company
Vista Wealth Solutions
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.
Founded in 1886
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase