Senior Client Success Associate — FinTech Onboarding & Ops

Vise; New York (NY); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Equity

Unlimited PTO

Medical insurance $1

401k with matching

Free financial advice

Paid lunches in NYC

Job summary

Vise is hiring a Senior Client Success Associate to join our Account Management Team in SoHo, NYC. You’ll be the go-to resource for our financial advisor clients, liaising with Engagement Managers, Trading, and Investment Strategy to ensure onboarding and day-to-day execution run smoothly.

You will learn our platform, monitor client activity, support trading operations, and maintain data accuracy across tools in a fast-paced fintech environment.

Qualifications

• 3–5 years in client operations within wealth or investment management.
• Detail-oriented, organized, and able to prioritize in a fast-paced setting.
• Clear and confident communicator with clients and third parties.
• Intellectually curious, resourceful, and goal-oriented.
• Familiar with fiduciary workflows and data integrity across systems.
• Experience with custodian platforms is a plus.

Responsibilities

• Support Engagement Managers and Trading in delivering a high-touch client experience.
• Manage end-to-end portfolio proposal process from intake to advisor presentation.
• Oversee daily trading workflows and time-sensitive client communications.
• Facilitate onboarding, assignment, and maintenance workflows with custodian activity monitoring.
• Maintain organized internal systems by updating client data records.
• Coordinate recurring client deliverables such as billing and quarterly reviews.
• Partner with Trading, Investment Operations, Finance, and Marketing to resolve issues.
• Identify and contribute to scalable process improvements.

Tools

SQL

Retool

Snowflake

Custodian platforms (Schwab/Fidelity)

Job description

Vise is hiring a Senior Client Success Associate to join our Account Management Team in SoHo, NYC. You’ll be the go-to resource for our financial advisor clients, liaising with Engagement Managers, Trading, and Investment Strategy to ensure onboarding and day-to-day execution run smoothly.

You will learn our platform, monitor client activity, support trading operations, and maintain data accuracy across tools in a fast-paced fintech environment.