Client Service & Operations Associate
V
Vista Wealth Solutions
📍 Radnor, Pennsylvania, United States
Job Description
Client Service & Operations Associate
Overview
We are a fast-growing, boutique financial services firm in Radnor. We are hiring a Client Service & Operations Associate to join our team as an integral member of our expanding financial advisory team. The company's core values include Honesty & Integrity, Get Things Done, Team Player and Getting Better Every Day.
The Client Service & Operations Associate will play a key role in ensuring our client relationships run smoothly. This role helps manage client communications, track projects, prepare and complete paperwork, and coordinate with recordkeepers, TPAs, and custodians to support day-to-day operations of our retirement plan advisory practice. This role is ideal for someone early in their financial services career who's detail-oriented, enjoys process management, and wants to grow within the retirement plan or wealth management industry.
Why Join Our Team?
* Be part of a top-performing, nationally recognized team.
Overview
We are a fast-growing, boutique financial services firm in Radnor. We are hiring a Client Service & Operations Associate to join our team as an integral member of our expanding financial advisory team. The company's core values include Honesty & Integrity, Get Things Done, Team Player and Getting Better Every Day.
The Client Service & Operations Associate will play a key role in ensuring our client relationships run smoothly. This role helps manage client communications, track projects, prepare and complete paperwork, and coordinate with recordkeepers, TPAs, and custodians to support day-to-day operations of our retirement plan advisory practice. This role is ideal for someone early in their financial services career who's detail-oriented, enjoys process management, and wants to grow within the retirement plan or wealth management industry.
Why Join Our Team?
* Be part of a top-performing, nationally recognized team.