Do your best work — helping people retire with confidence.
We're a growing retirement planning firm in Ridgewood, NJ, always on the lookout for talented people who genuinely want to help others.
What it's like to work here.
What we look for
“The people who do well here have one thing in common: they genuinely want to help others.”
The people who do well here have one thing in common: they genuinely want to help others. The work itself — guiding people toward a secure retirement — matters, and that changes what a workday feels like. It's the difference between a job and work worth doing.
We won't pretend we're a perfect place to work — no firm is. But we work at it. We want Vision Retirement to be somewhere people are glad to show up, trusted to do real work, and given room to grow.
If that sounds like the kind of place you'd thrive, we'd like to hear from you — even if you don't see a role below that fits perfectly. When we meet the right person, we've been known to build the role around them. Send us your resume and tell us what you'd bring.
Work that matters
Guiding people toward a secure retirement is real work with real stakes — and it changes what a workday feels like.
Trusted to do real work
You’re given responsibility that matters and the room to run with it — not busywork, not babysitting.
Room to grow
A workplace where people are glad to show up, build their skills, and keep building their careers.
Open positions
Client Operations Specialist
We’re a growing retirement advice, planning, and implementation firm headquartered in Ridgewood, New Jersey. We’re seeking a Client 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, you’ll have a unique opportunity to play a significant role in our success. Your position 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.
What you’ll be doing
With our clients
- Client interactions: answer phones in an upbeat, friendly, and professional manner
- Service resolution: manage and resolve client service inquiries and ensure satisfaction
- Scheduling meetings: coordinate client meetings and ensure availability of all parties
- Client follow-up: make sure all paperwork is processed and completed
- Ownership: follow through on every inquiry and task associated with clients
Behind the scenes
- Account opening: set up new accounts, including documents and relevant information
- Client maintenance: process transfers, money movements, RMDs, and beneficiary changes
- Workflow management: use our CRM to complete client-related tasks
- Documentation: record client and advisor interactions in our CRM
- Advisor support: help advisors with meeting prep and post-meeting work
- Systems knowledge: become an “expert” in the technologies our team uses
- Day-to-day support: participate in and sometimes manage special projects
What we require
First and foremost: a passion to help others. Beyond that, a bachelor’s degree in a finance-related field from an accredited institution, 3–5 years of relevant experience, strong attention to detail, and excellent verbal, written, analytical, interpersonal, and computer skills.