Client Service Associate

Job description

Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable resource for our 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. This position will play a critical role in ensuring the onboarding, implementation, and ongoing adoption of the Vise platform are smooth and efficient. As part of this role, you will learn and understand the intricate details of our platform and internal processes/systems. You will monitor and handle client account activity, support trading operations, and maintain data accuracy across multiple internal tools. This is a great opportunity for someone who thrives in a fast-paced environment, is passionate about delivering operational excellence, and is eager to learn more about the FinTech and Investment Management space. This role is onsite in NYC, in our SoHo office. What you bring on day one - Minimum of 2-4 years of experience in a client operations role—preferably in weal...