Vista Wealth Management is searching for a Client Service Associate for our San Francisco Bay Area offices. We want Vistans who are passionate about exceptional client service and supporting our Advisors to ensure our clients are put first. Our Core Values are WICKED Wow Service Innovate Clients First Keep Excelling Encourage Funness Don’t be a jerk Responsibilities: · Prepare documents for clients using our forms and custodian documents · Work with clients in a timely manner with their requests (money …

Portfolio Administrator Vista Wealth Management Group is searching for a Portfolio Administrator for our Pleasanton, CA office. We are looking for Portfolio Administrators who are passionate about trading, reporting, and supporting our Advisors in making sure our clients are first. Our Core Values are WICKED Wow Service Innovate Clients First Keep Excelling Encourage Funness Don’t be a jerk Responsibilities: • You will be part of our Portfolio Management and Trading group • Maintain portfolio and security level data in Portfolio …