Our goal is to become the most sought-after retirement planning firm.
To do this, we need your help.
Everyone is invited to do their best work here.
Take a close look at our DNA and you'll find employees who strongly believe going to work every day shouldn’t feel like a drag, are truly inspired to help others, and relish the opportunity to thrive.
While we admit we're not perfect, we’re doing our best to make Vision Retirement an amazing place to work.
If you’d like to join our team, apply below. Even if you don't see a position perfectly aligned with your skills, submit your resume anyway! We take pride in our ability to create new opportunities if it means adding top talent to our team.
Open Positions
Client Operations Specialist
We're a growing retirement advice, planning, and implementation firm headquartered in Ridgewood, New Jersey. We're seeking an Operations Specialist to assist us in our mission of providing clarity and guidance so that clients can enjoy a comfortable and stress-free retirement.
As we enter an exciting new phase of growth for our business, you will have a unique opportunity to play a significant role in our success. Your position as an Operations Specialist is not only important, but critical in ensuring smooth day-to-day operations, effective client service, and efficient internal process management.
Here's an opportunity to join a successful team and work in an environment where your input really counts. You'll be working with people who are passionate about helping others achieve their goals. While we're not perfect, we're committed to making Vision Retirement the top choice for financial advice, planning, and implementation for both clients and employees.
What You’ll Be Doing
For starters, you’ll be required to live our values. We base all our decisions on these, including who we promote. Your primary responsibility will be delivering outstanding experiences to our advisors and clients. Here are some specifics:
Client Interactions: Answer phones in an upbeat, friendly, and professional manner
Client Service Resolution: Manage and resolve client service inquiries and ensure client satisfaction
Account Opening: Setup new accounts, which includes the collection of documents and relevant information
Client Maintenance: Process and monitor client transactions such as account transfers, move money, account notifications, RMDs, and beneficiary changes, ensuring accuracy and compliance with company policies
Client Follow-Up: Make sure all paperwork is processed and completed
Workflow Management: Utilize our CRM to complete assigned tasks related to the client
Documentation: Document client and advisor interactions in our CRM
Scheduling Meetings: Coordinate and schedule client meetings as needed, ensuring availability of all necessary parties
Advisor Support: Assist advisors in meeting preparation and post-meeting work
Systems Knowledge: Become an “expert” in the various technologies our operations team utilizes
Day-To-Day Support: Participate in and sometimes manage special projects as assigned by supervisor
Ownership: Demonstrate ownership and follow through with inquiries and tasks associated with clients
Things We Require
First and foremost is a passion to help others. In addition, a bachelor’s degree in a finance-related field from an accredited institution is required along with a strong focus on details, excellent verbal, written, analytical and interpersonal skills and computer knowledge. It’s our desire that you come to us with a minimum of 3-5 years of relevant experience.