Client Service Associate Manager

Portland, TX - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Vista Capital Partners

Vista Capital Partners was founded in 2001 as a new kind of wealth management firmone that prioritizes evidence over ego and long-term happiness over short-term hype. We strive to help clients explore whats possible then tailor a plan for the life they want. We show up as our authentic selves embrace learning and growth and work toward a shared vision of becoming Oregons most admired wealth management firm. Our mission is simple: to build happier and more prosperous lives.

In keeping with our mission were hiring a Client Service Associate Manager to join our talented team of professionals.

Job Summary

The Client Service Associate Manager serves in a dual-capacity role: managing a reduced client load (approximately 50 client relationships) while leading and developing members of the Client Service Associate team.

This role is responsible for ensuring exceptional client service standards strengthening team accountability and driving operational consistency across advisory teams. The CSA Manager models professionalism ownership and Vistas core values while supporting the development and performance of the broader service team.

Duties and Responsibilities

Client Service Associate responsibilities (approximately 50%):

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 and cover the front desk as needed.
Collaborate with the client service team on additional duties.
Ensure exceptional service experience for Vista clients.

Team Leadership & Management Responsibilities (Approximately 50%):

Lead and develop members of the Client Service Associate team.
Set clear performance expectations and reinforce service standards.
Conduct regular 1:1 meetings to provide coaching feedback and professional development.
Monitor workload distribution and ensure appropriate coverage and capacity planning.
Partner with leadership on hiring onboarding training and performance evaluations.
Identify process improvement opportunities to enhance efficiency and client experience.
Support accountability within the team while fostering a collaborative solutions-oriented culture.
Serve as a resource and escalation point for complex service issues.

Core Values

We will hire the person who best embodies and embraces Vistas 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 were 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 Associate position typically requires the following qualifications:

Experience: Minimum of 5-7 years of business experience preferably in financial services.
Leadership: Experience mentoring coaching or informally leading team members; formal management experience preferred.
Custodians: Experience with custodian processes and paperwork preferred (Charles Schwab experience a plus).
Technology: Proficient with computers and software packages particularly Microsoft Word Excel PowerPoint and Outlook.
Onsite Availability: Ability to work in the office up to four full days per week during the first six months (or until proficiency in the role is demonstrated). Afterward a hybrid model of at least three full days per week in the office is required.
Work Authorization: Must have the legal right to work in the United States. At this time Vista is unable to provide visa sponsorship.
Background & Credit Check: Employment is contingent upon successful completion of a background and credit check conducted in accordance with applicable law. As part of this process we review information relevant to the responsibilities of the role including indicators of financial reliability.

Salary and Benefits

Pay/benefits are competitive based on industry standards:

Salary: Commensurate with experience.
Benefits: Health dental and vision insurance long-term disability coverage.
Time off: Flexible paid time off policy & sabbaticals.
Retirement: 401(k) and profit sharing.
Other: Paid Parental leave professional development support charitable contribution matching financial planning support.

VISTA CAPITAL PARTNERS IS AN EQUAL OPPORTUNITY EMPLOYER.

Required Experience:

Manager

Vista Capital PartnersVista Capital Partners was founded in 2001 as a new kind of wealth management firmone that prioritizes evidence over ego and long-term happiness over short-term hype. We strive to help clients explore whats possible then tailor a plan for the life they want. We show up as our a...