Vise
Vise is looking for an Client Service Associate to join the Account Management Team. You'll be an indispensable resource for their financial advisor clients and play a critical role in the operational center of Vise; working directly with custodians, acting as the liaison between Account Managers, Investment Operations, and Trading—ensuring smooth account onboarding, maintenance, and day-to-day workflow execution.
- Minimum of 2-4 years of experience in a client operations role—preferably in fintech, 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 other third parties
- Intellectually curious, independently resourceful, and thrives in a goal-oriented environment
- Quick learner who can adapt to new tools, processes, and product updates with ease
- Team focused mindset, eager to collaborate and take initiative with others to resolve problems
- Experienced with custodian platforms (such as Charles Schwab and Fidelity) is preferred
- Comfortable working with programming languages and interfaces (such as SQL, Retool, and Snowflake) is a plus
- A no task too small mindset
- Support Account Managers in delivering a high-touch client experience by addressing inquiries related to trading, portfolio management, and onboarding
- Manage the end-to-end portfolio proposal process, from intake through internal systems to advisor presentation and implementation support
- Oversee daily trading workflows and time-sensitive client communications to ensure seamless execution and proactive issue resolution
- Facilitate account onboarding, assignment, and maintenance workflows, while monitoring key custodian activity such as cash flows, restrictions, and closures
- Maintain organized and accurate internal systems by aggregating client documentation and updating key data records
- Coordinate recurring client deliverables, including billing invoices, quarterly reviews, and custom reporting
- Act as a client advocate by partnering cross-functionally with Trading, Investment Operations, Finance, and Marketing to resolve issues and enhance service
- Identify and contribute to scalable process improvements and special projects that elevate the overall client experience
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios.
