Client Service Associate

Vise; New York (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

A leading fintech company in New York is seeking a Client Service Associate to support their Account Management Team. This role involves onboarding clients, maintaining data accuracy, and ensuring a seamless experience. Ideal candidates have up to 4 years of experience in client operations and possess strong communication and organizational skills. Vise offers a competitive salary, equity, unlimited PTO, and great benefits including low-cost medical insurance.

Benefits

Unlimited PTO

$1 medical insurance

401k plan with generous matching

Paid lunches at the NYC office

Career growth and development opportunities

Qualifications

• Experience in fintech or investment management is preferred.
• Strong communication skills both verbal and written.
• Eager to learn about the FinTech and Investment Management space.

Responsibilities

• Support Account Managers by addressing client inquiries related to trading.
• Manage the portfolio proposal process from intake through implementation.
• Facilitate account onboarding, assignment, and maintenance workflows.

Skills

Attention to detail

Communication skills

Organizational skills

Problem-solving

Adaptability

Education

2-4 years of experience in a client operations role

Tools

SQL

Custodian platforms

Job description

Vise is looking for an 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 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

What you will own

• 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
• Opportunity to make a significant impact at a hyper-growth fintech start-up
• Competitive salary and equity
• Unlimited PTO and great benefits, including $1 medical insurance
• 401k plan with generous matching and self-directed brokerage account option
• Access to investment management and free financial advice from one of our partner RIA firms
• Paid lunches at our NYC office
• Career growth and development opportunities

Through the internal and market data Vise has collected, we expect the salary range for this position to be $75,000 - $90,000 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.

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.

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We are not hiring remote at this time. Vise is HQ in NYC, our offices are located at 521 Broadway.