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Vista Capital Partners · 33 minutes ago

Client Service Associate

Portland, OR

Full-time

Hybrid

Mid Level

3+ years exp

Vista Capital Partners is a wealth management firm founded in 2001, committed to helping clients achieve long-term happiness through tailored financial plans. They are seeking a Client Service Associate to join their team, responsible for administering client accounts, providing superior client service, and collaborating with the client service team.

Asset ManagementFinanceFinancial Services

No H1B

U.S. Citizen Only

Responsibilities

Assist in the administration of client accounts including establishing new accounts, transferring securities, facilitating deposits and withdrawals, etc

Develop personal and professional rapport with clients

Coordinate and schedule client meetings

Generate quarterly performance reports and statements

Facilitate onboarding of new clients

Provide general office support and cover the front desk as needed

Collaborate with the client service team on additional duties

Ensure exceptional service experience for Vista clients

Qualification

Financial services experienceCustodian processesMicrosoft Office proficiencyClient relationship managementTeam collaborationCommunication skills

Required

Minimum of 3-5 years of business experience, preferably in the financial services industry

Ability to work in the office up to four full days per week during the first six months (or until proficiency in the role is demonstrated). Afterward, a hybrid model of at least three full days per week in the office is required

Must have the legal right to work in the United States. At this time, Vista is unable to provide visa sponsorship

Employment is contingent upon successful completion of a background and credit check, conducted in accordance with applicable law