WestView Investment Advisors · 13 hours ago
Client Service Associate
Burlington, VT
Full-time
Onsite
Entry Level
$60K/yr - $80K/yr
1+ years expWestview Investment Advisors is a boutique Registered Investment Advisory firm located in Burlington, VT, focused on delivering exceptional client experiences. The Client Service Associate will support lead advisors by managing client onboarding, coordinating meetings, and ensuring seamless office operations.
Financial ServicesManagement ConsultingSmall and Medium Businesses
Responsibilities
Client Onboarding & Maintenance: Prepare and process new account paperwork; facilitate asset transfers, rollovers, and distributions; and maintain accurate client data in our CRM
Meeting Coordination: Schedule client reviews, prepare meeting materials (reports, agendas, and presentations), and follow up on post-meeting action items
Technology Management: Assist clients with the Westview App and Black Diamond wealth platform; help troubleshoot login issues and navigate digital document vaults
Office Administration: Manage daily office operations, including answering phones, greeting clients, handling mail, ordering supplies, and maintaining digital and physical files
Communication: Serve as a primary point of contact for administrative client inquiries, providing timely and professional updates via phone and email
Compliance Support: Assist in maintaining firm records and documentation to ensure compliance with SEC and FINRA regulations
Qualification
Required
1-3+ years of experience in wealth management, financial services or client service
Current holder or interested in acquiring Series 65
Proficiency in Microsoft Office (Word, Excel, Outlook)
Impeccable Accuracy: You double-check and notice the small details others miss
Strong Communication: You can explain complex processes to clients with patience and clarity
Discretion: You understand the sensitive nature of financial data and maintain strict confidentiality
Self-Starter: You can manage your own workflow and anticipate the needs of the advisors
Team Player: You are a collaborative team member and understand this role is multifaceted
Preferred
Bachelor's degree preferred, but equivalent professional experience will be considered
Experience with CRM software (e.g., Redtail, Wealthbox) or portfolio reporting tools (e.g., Black Diamond) is a significant plus
Benefits
401(k) Retirement Plan
Health Insurance
Company
WestView Investment Advisors
Westview Investment Advisors provide financial planning and investment management services to small business and non-profit organizations.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Ben Nostrand, CFP®, MBA
Chief Executive Officer
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