Vista Wealth Solutions · 19 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 by coordinating paperwork, managing timelines, and communicating with clients.
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
Dependable administrative point of contact for clients and plan sponsors
Ability to 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
Enjoy structured, process-driven work
Find satisfaction in checking items off a list and keeping projects organized
Like being part of a supportive team where quality and consistency matter
Desire to grow career in financial services through mastering systems and client operations
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