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Client Service Associate

Company

Vista Wealth Solutions

Location

Armonk, New York

Posted

June 09, 2026

Position Overview

Client Services Associate

Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and Design
At Integrity Advisors Pension Consultants, the Client Services Associate is more than an operations role - it's the connective tissue of the entire client experience. You'll be the trusted point of contact who ensures every request, update, and interaction is handled with accuracy, warmth, and follow-through. Your work directly supports our advisors, empowers our clients, and strengthens a 60-year legacy of excellence in pension and tax strategy.
If you thrive in a role where detail matters, relationships matter, and your work truly impacts people's financial futures, you'll feel right at home here.

Why Build Your Career With Integrity Advisors Pension Consultants?
A Family Firm With a Singular Philosophy: Staying Current Changes Everything.
For more than six decades, our family has specialized in one niche: designing advanced retirement and tax strategies ...

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