Client Services Associate

Client Service AssociateClearVista FinancialCompensation$50,000 - $65,000 Annually plus bonus (based on experience)Additional CompensationPerformance-based bonus opportunitiesAnnual compensation reviewsDefined career advancement pathBenefitsHealth InsuranceDental & Vision Insurance401(k) Retirement PlanGenerous Paid Time OffPaid HolidaysProfessional Development & Licensing SupportEmployment TypeFull-TimeBuild a Career, Not Just a JobClearVista Financial is seeking an experienced Client Service Associate who is passionate about delivering an exceptional client experience and thrives in a professional, team-oriented environment.This is a key role within our growing financial services firm. The Client Service Associate serves as the operational backbone of the practice, ensuring clients receive outstanding service while supporting advisors with account management, client communications, and practice operations.The ideal candidate is highly organized, detail-oriented, proactive, and experienced in financial services. This position offers a clear path for professional growth within a firm committed to developing long-term team members.ResponsibilitiesClient Service & Relationship ManagementDeliver a concierge-level service experience for clients and prospects.Serve as a primary point of contact for client service requests.Proactively communicate updates regarding account transfers, service requests, and pending transactions.Build and maintain trusted relationships through responsive, professional communication.New Account & Service ProcessingPrepare, process, and track new account applications and related paperwork.Coordinate account transfers, rollovers, beneficiary updates, and maintenance requests.Monitor pending business and follow through to completion.Ensure all documentation is accurate, complete, and compliant.Advisor & Planning SupportPrepare client meeting materials, reports, and account summaries.Gather account values and planning information for client review meetings.Assist advisors with ongoing planning projects and client communications.Support educational workshops, client appreciation events, and marketing initiatives.CRM & Operations ManagementMaintain accurate client records within the firm's CRM.Track workflows and service requests to ensure timely completion.Generate weekly reports on new business, service activity, and operational metrics.Identify opportunities to improve efficiency and streamline processes.Compliance & Administrative SupportMaintain organized client records and filing systems.Assist with advisor licensing, appointments, and regulatory documentation.Support office operations and team initiatives as needed.Adhere to all compliance and confidentiality requirements.QualificationsRequired3+ years of client service or operations experience in financial services, wealth management, insurance, banking, or brokerage environments.Exceptional organizational and time-management skills.Strong written and verbal communication abilities.High attention to detail and commitment to accuracy.Proficiency in Microsoft Office Suite and CRM software.Ability to manage multiple priorities with minimal supervision.PreferredExperience in an RIA, financial planning, or wealth management firm.Knowledge of account transfers, retirement accounts, and investment account servicing.Experience with Redtail, Wealthbox, Orion, eMoney, MoneyGuidePro, Schwab, Fidelity, or similar platforms.Securities or insurance licensing is a plus.Career Advancement PathAt ClearVista Financial, we believe in developing talent from within. This role offers a defined path for growth, including opportunities to advance to:Senior Client Service AssociateOperations ManagerFinancial Planning AssociateAssociate AdvisorLead AdvisorWe invest in the professional development of our team through mentoring, training, and support for industry education and licensing.Who Thrives HereThe ideal candidate:Loves helping clients and solving problems.Takes ownership and follows through.Enjoys creating organization and efficiency.Communicates professionally and confidently.Wants to build a long-term career in financial planning and wealth management.Shares our commitment to integrity, service, and putting clients first.If you're looking for a career with growth opportunities, meaningful client relationships, and the chance to be part of a growing financial services firm, we'd love to hear from you.  To apply, send resume to mtrice@clearvistafinancial.com