We are seeking a passionate and driven Senior Client Service Specialist to join our team. In this role, you'll be an indispensable resource to our clients at the operational center of the Vise business, offering them tools and resources to improve the efficiency of their practice. The Senior Client Service Specialist will consistently interact with clients, assisting them with onboarding, documentation, and planning in relation to the Vise platform. You will need to learn and understand clients’ business blockers and act as their support representative for using Vise. You'll need to bring an entrepreneurial, big-picture mindset to the role while still being incredibly detail-oriented.
What you will own:
- Act as point-of-contact for all client needs relating to their relationship with Vise and experience with the Vise platform
- Aggregating documents, streamlining client service operations, and collaborating with engineers to design/build systems to efficiently support operational workflows
- Create, follow, and optimize internal processes to improve data collection, document management, and onboarding
- Assist with the development of internal and client-facing documentation around its functions for the Vise platform
- Directly support clients by providing solutions to issues and ongoing account management support as needed by collaborating closely with trading and investment operations teams
- Document, analyze, and communicate client issues and platform feedback to internal cross-functional stakeholders
- Support sales cycle to effectively handle and mitigate client blockers
What you bring on day one:
- Minimum of 2-4 years of experience in a client-facing financial services operations role
- Experience working with registered investment advisors and/or broker-dealers
- Experience working in middle and back office operations, specific to SMAs
- Comfort working with custodian platforms like Schwab, TD Ameritrade, and Fidelity
- Excellent communication skills both inside the organization, as well as externally with clients
- Strong writing and presentation skills; able to communicate complex information to different audiences and contexts
- A high degree of proficiency in Google Workspace, Excel, Word, and PowerPoint tools
- Comfortable with learning and using new software tools
- Bachelor’s degree with an excellent record or equivalent work experience
Personal Qualities:
- Detail-oriented and organized: maintains meticulous records, manages information accurately, and ensures that all tasks are completed with a high degree of precision and thoroughness
- Team player: collaborates effectively with colleagues, supports the success of others, and contributes positively to a cohesive and dynamic work environment
- Excellent time management skills: balances multiple projects and deadlines, effectively prioritizes tasks, and stays focused and productive under pressure
- Ability to problem-solve: adept at identifying challenges and driving opportunities self-sufficiently
- Optimistic and deeply curious: maintains a positive attitude, embraces new ideas and trends, and constantly seeks out opportunities to learn and grow professionally
- Adaptable and flexible: able to thrive in a fast-paced environment and adjust priorities as needed
- Creative and innovative: brings fresh ideas to the table, thinks outside the box, and isn't afraid to push boundaries in pursuit of operational breakthroughs
- Resilient and tenacious: able to bounce back from setbacks, learn from mistakes, and persist in the face of challenges
Through the internal and market data Vise has collected, we expect the salary range for this position to be $100,000 - $150,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits. To learn more about Benefits go here .
About Vise:
Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.
Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.
Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.
Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.