Vialto Private Client Care Representatives
Core
Manage and deliver RIA Private Client Tax programs, acting as the central coordination point between clients, advisors, and tax professionals to ensure onboarding, communication, and client satisfaction.
Role type
Senior Program Manager (Tax/Professional Services)
Builds
Client-facing materials, reports, presentations, and program documentation for RIA Private Client Tax engagements
Domain
Professional services, tax, accounting, financial services
Required skills
Project management, stakeholder coordination, KPI tracking, engagement administration, client communication, deadline management, process improvement, issue escalation, workflow optimization
Preferred skills
Exposure to U.S. tax compliance, understanding of tax engagement workflows
Technologies
None stated
Responsibilities
Project manage client onboarding, develop client-facing materials and reports, serve as key contact for non-technical inquiries, monitor program health via KPIs, hold team accountable to deadlines, facilitate status meetings, manage shared mailboxes, document issues and process improvements, lead post-season reviews, manage client expectations
Seniority
Mid-to-Senior, hands-on IC