Vialto Private Client Care Representatives

Vialto Partners; Springfield (IL); Remote; USD 83,000 - 120,000; Full time

Job summary

Vialto Partners is hiring for a remote role focused on managing day-to-day delivery of RIA Private Client Tax programs. You will coordinate between clients, advisors, and tax professionals, drive onboarding, track KPIs, and support engagement administration to ensure client satisfaction.

In this role, you will maintain visibility across engagements, address issues proactively, and seek opportunities to improve operational efficiency across the engagement lifecycle.

Qualifications

• Proven experience managing projects, programs, or client engagements in a professional services environment.
• Strong organizational and time-management skills with ability to handle multiple engagements and deadlines.
• Exceptional verbal and written communication abilities with clients, advisors, and leadership.
• Demonstrated ability to balance competing priorities and coordinate multiple stakeholder groups.
• Proactive problem solving and ability to drive issues to resolution.
• Ability to influence outcomes across cross-functional teams.
• Comfortable in a fast-paced, deadline-driven environment focused on client service and operational excellence.
• Exposure to U.S. tax compliance or advisory work is a plus.

Responsibilities

• Project manage onboarding of new client relationships and ensure a smooth implementation.
• Develop and maintain client-facing materials, reports, and program documentation.
• Serve as a primary point of contact for clients and advisors, addressing non-technical questions and driving timely resolutions.
• Manage communications and status updates across stakeholders.
• Monitor program health through KPI tracking and regular leadership updates.
• Hold engagement teams accountable to deadlines and service-level commitments.
• Lead recurring status meetings with clear progress updates, risks, and dependencies.
• Oversee day-to-day program administration and operations to progress deliverables.
• Coordinate responses to client inquiries and maintain shared mailboxes.
• Document issues, feedback, and process improvements for service delivery.
• Identify opportunities to improve engagement workflows and overall delivery model.
• Lead post-season reviews and drive process improvements.

Skills

Project management

Stakeholder management

Communication skills

Time management

Problem solving

Cross-functional collaboration

Job description

Company Description

Vialto helps multinational companies and their people work across borders legally and compliantly.We combine deep expertise in immigration, tax, business travel, remote work, payroll, and compensation with a single, integrated platform and team - to make global work better. Whether someone is moving to a new country, working remotely, or traveling for business, we help ensure they have the right permits or visas, are paid and compensated according to local regulations, and remain compliant with cross-border tax requirements. As a team member at Vialto, you’ll be part of a global network with real impact. We support 10,000+ clients in over 150 countries, and that reach gives you the room to grow, learn, and make a real difference. We value collaboration, belonging, and innovation, and offer flexible career opportunities for people who want to shape the future of global work. Our culture is open, supportive, and ambitious. We believe in transparency, trust, and teamwork—and we’re building a workplace where everyone can thrive and feel proud of the work they do. Join us to help people work anywhere in the world -and build a career without borders.

To learn more about Vialto, visit our website at www.vialto.com.

Role Summary

This individual is responsible for the day-to-day management and successful delivery of RIA Private Client Tax programs. Acting as the central point of coordination between clients, advisors, tax professionals, and practice leadership, this role drives onboarding, manages communications, tracks key performance indicators (KPIs), supports engagement administration, and ensures overall client satisfaction. The individual will be expected to maintain visibility across the engagement, proactively address issues, and continuously seek opportunities to improve operational efficiency.

Key Responsibilities

• Project manage the onboarding of new client relationships, ensuring a seamless and efficient implementation process.


• Develop and maintain client-facing materials, reports, presentations, and program documentation.


• Serve as a key point of contact for clients and advisors, leading responses to non-technical questions and driving timely resolution of requests.


• Manage communications and status updates across internal and external stakeholders.


• Monitor program health through KPI tracking, reporting, and analysis, providing regular updates to leadership and clients.


• Hold engagement team members accountable to deadlines, service-level commitments, and key performance metrics, including senior stakeholders when appropriate.


• Facilitate recurring status meetings and provide clear, concise updates on engagement progress, priorities, risks, and dependencies.


• Maintain ongoing awareness of engagement status, outstanding issues, and client concerns, escalating matters as needed.


• Oversee day-to-day program administration & operations, ensuring deliverables are progressing according to plan.


• Manage shared mailboxes and coordinate responses to client inquiries and requests.


• Document issues, feedback, action items, and process improvements to support continuous enhancement of service delivery.


• Identify opportunities to improve engagement workflows, operational processes, and the overall delivery model.


• Lead post-season reviews and debrief sessions, capturing lessons learned and project managing resulting process improvement initiatives.


• Manage client expectations, dependencies, and competing priorities throughout the engagement lifecycle.

Qualifications and Experience

• Proven experience managing projects, programs, or client engagements within a professional services, tax, accounting, consulting, or financial services environment.


• Strong organizational and time-management skills with the ability to manage multiple concurrent engagements and deadlines.


• Exceptional verbal and written communication skills with the ability to interact effectively with clients, advisors, and senior leadership.


• Demonstrated ability to manage competing priorities, navigate ambiguity, and coordinate multiple stakeholder groups.


• Strong problem-solving skills and a proactive approach to identifying and resolving issues.


• Ability to drive accountability and influence outcomes across cross-functional teams.


• Comfortable operating in a fast-paced, deadline-driven environment with a strong focus on client service and operational excellence.


• Exposure to U.S. tax compliance, tax advisory, or professional services engagements preferred; deep technical tax expertise is not required, but an understanding of tax engagement workflows is beneficial.

Additional Information

This is a regular, full-time, remote position.

Location: ChicagoSalary Range: $83,000-120,00

We are an equal opportunity employer that does not discriminate based on any legally protected status.

Please note, AI is used as part of the application process.