About this role
Client Service Associate at Vista Wealth Solutions. Location: Armonk, New York, United States. Role: coordinating onboarding, executing transfers, preparing reports Requirements: Bachelor's degree required; 2+ years in financial services preferred. Experience in wealth management, strong multitasking, documentation accuracy, and ability to obtain SIE/Series 7/65 registrations; must be US citizen or permanent resident. Category: Finance and Accounting Seniority: Entry Level Tools: CRM Certifications: sie, series 7, series 65 Commitment: Full Time Workplace: Onsite Languages: English