Client Experience & Operations Associate

Client Experience & Operations Associate About the Role At Vision Solved Wealth Management Group (VSWMG), we help individuals and families pursue their dreams through clarity, planning, and exceptional service. In support of the firm's growth strategy, we're looking for a professional who loves supporting a team, enjoys creating order in a process-oriented system, and takes pride in delivering a polished client experience. If you thrive in a role where you're the organizational backbone — the person who keeps the team running smoothly — this could be the perfect fit. Responsibilities Support new client onboarding and service workflows Prepare meeting materials, reports, and digital files Manage scheduling, phone support, and visitor reception Coordinate workshops, webinars, and client events Assist with social media, website updates, and marketing materials Maintain CRM records and digital filing systems Produce letters, memos, and client communications Maintain office supplies and ensure client‑ready spaces Qualifications Bachelor's degree preferred 2-3 years administrative or client service experience (financial planning office a plus) Strong communication and writing skills Proficiency in Microsoft Office (Word, Excel, Outlook, Publisher), CRM tools, and willing to learn other business software tools Organized, detail‑oriented, and reliable Comfortable with social media and basic marketing tools and strategies Professional appearance and demeanor No financial licenses are required. This is not a sales or advisor‑track role. Benefits Supportive team environment Professional development and mentoring Growth opportunities within operations, marketing, and client experience How to Apply Submit your resume and a brief cover letter to: Dan@myVisionSolved.com

Job Type:

Full-time Pay:

$20.00 - $23.00 per hour

Benefits:

401(k) Paid time off Referral program Application Question(s): Applicant should have financial planning office experience. What about financial planning that interests you and what attracted you to apply for this position?

Education:

Associate (Required)

Experience:

financial planning office or customer services : 2 years (Preferred) Security clearance: Confidential (Preferred) Ability to

Commute:

Riverside, CA 92506 (Required)

Work Location:

In person