Senior Client Service Associate
Vise is hiring a Senior Client Success Associate to join our Account Management Team. You'll be a go-to resource for our financial advisor clients and a key part of Vise's operational core — working directly with custodians and acting as the liaison between clients and our Engagement Managers, Trading, and Investment Strategy teams to keep account onboarding, implementation, and day-to-day execution running smoothly.
In this role, you'll learn our platform and internal systems inside out, monitor and handle client account activity, support trading operations, and maintain data accuracy across multiple tools. It's a strong fit for someone who thrives in a fast-paced environment, takes pride in operational excellence, and is eager to grow in fintech and investment management.
This role is onsite in our SoHo, NYC office.
What You Bring On Day One
- Minimum of 3-5 years of client operations-related role in wealth management, investment management, or a related financial services environment
- Strong attention to detail with the ability to stay organized and prioritize in a fast-moving setting
- Clear and confident communicator with excellent verbal and written communication skills both inside the organization, as well as externally with clients and
