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

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.

Vista Capital Partners

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Client Service Associate