Vista Capital Partners
Vista Capital Partners is a premier Registered Investment Advisor in the Pacific Northwest, known for its unique investment philosophy, commitment to client service, and engaging work environment. We bring our full and authentic selves to work every day and are committed to a culture of continuous growth and development in our mission to become Oregon's most admired wealth management firm. Our core purpose is to build happier and more prosperous lives for both our clients and employees.
To further this mission, we are hiring a Client Service Associate to join our team of financial professionals.
Job Summary
The Client Service Associate functions as part of a three-person client service team administering, supporting, and coordinating the activities related to serving our clients. We are looking for an individual who works well in a team environment and can provide superior client service.
Duties and Responsibilities
Client Service Associate responsibilities include the following:
- 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
- Collaborate with client service team on additional duties
- Ensure exceptional service experience for Vista clients
Core Values
We will hire the person who best embodies and embraces Vista's core values:
Act with Integrity
- Successful relationships are built on trust.
Strive for Simplicity
- Keeping things simple allows us to focus on what truly matters.
Be Passionate
- An unwavering belief in what we're doing brings out the best in us. Passion inspires and is contagious.
Pursue Excellence
- Our clients and colleagues deserve our best effort. Always.
Enjoy the Journey
- A fun and flexible work environment allows our people to enjoy happy and fulfilling lives.
Qualifications
The Client Service Administrator position typically requires the following qualifications:
- Minimum of 3-5 years of business experience, preferably in the financial services industry.
- Experience with custodian processes and paperwork preferred (Charles Schwab experience a plus).
- Proficient with computers and software packages, particularly Microsoft Word, Excel, PowerPoint and Outlook.
- Ability to work in office up to four days per week.
Salary and Benefits
Pay/benefits are competitive based on industry standards:
- Salary based on experience
- Profit-sharing
- Benefits include health care, paid time off, sabbaticals and 401(k)
- Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities
VISTA CAPITAL PARTNERS IS AN EQUAL OPPORTUNITY EMPLOYER.