Client Services Specialist

As a Client Services Specialist, you will play a crucial role in supporting our advisors in their daily operations. You will be the face of Vista to our clients, helping to shape and uphold our unique brand from within. Working closely with our lead advisors, you will contribute to the Vista Way of delivering exceptional client service and advisor support.

At Vista Finance, you can expect to be challenged with a high-capacity RIA office fulfilling various tasks for an array of clients. Some of these projects may include:

• Sourcing of private equity investment opportunities offered through Rule 506(b) and 506(c) of the Investment Advisors Act of 1940
• Strategic resource management to satisfy capital call requirements of our clients and their investment portfolios
• Data analysis projects within Microsoft Excel, including Excel VBA code sourcing for automation of day-to-day activities
• Execution of complex tax mitigation strategies as well as tax planning procedures throughout the calendar year.

• Maintain rapport with clients as a trusted liaison between the client and their Advisor.
• Work directly with third-party Custodians and Advisors to support client needs.
• Assist with client account onboarding and information maintenance, including coordinating account transfers and confirming cost basis information for incoming assets.
• Populate and maintain systems data and client files, and coordinate client paperwork.
• Handle account administration tasks such as money movements, payments on taxes and insurance premiums, verify client account cash balances, and generate and review monthly available cash reports.
• Implement Advisor investment recommendations via trading through our Financial Custodial System (Fidelity).
• Manage alternative investment subscriptions/redemptions and Limited Partnership agreements.
• Coordinate weekly client meeting schedules and supporting advisors in preparation for client meetings.
• Perform administrative duties such as handling inbound and outbound mail, reconciling monthly expense reports, scheduling coordination, marketing and branding assistance as needed, and other general support as requested.

• Energized by the challenge of being on a small, ambitious team.
• Willing to research unique and complex situations, knowing that your suggestions will help build the foundation of the Vista client experience.
• Exceptionally well‑organized, capable of managing and prioritizing daily workload in a fast‑paced environment.
• Committed to producing high‑quality work with excellent accuracy and attention to detail.
• A great communicator with courage to follow up on outstanding tasks.
• A curious critical thinker and problem solver who knows when to Google and when to ask a team member.
• Proactive in anticipating the needs of clients and team members, taking the initiative to support them even if they haven’t yet stated the need.
• Flexible and able to handle ambiguity and unexpected situations.

• Two or more years of experience relevant to the responsibilities listed above (experience with Ultra High Net Worth individuals is a plus).
• Ability to handle confidential information with exceptional discretion.
• Ease with technology.
• Strong numerical and analytical abilities.
• Proficiency in Microsoft Office Applications.
• Experience with Adobe Cloud for PDF generation and e‑signature is preferred.
• Knowledge of financial custodial systems (Fidelity knowledge is a plus).
• Series license or other financial designation a plus.

Vista believes in a future where everyone has the freedom to imagine, attain, and enjoy their ideal life through financial independence. We demystify the complexities of financial management, making it accessible and manageable for all. Our ethos emphasizes building trusted lifelong partnerships, providing exceptional products and services, and enjoying the journey while celebrating wins. Join us in creating lasting security and peace of mind for generations.

• Entry level

• Full‑time