Senior Client Success & Operations Specialist (Fintech)

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

Benefits offered by this job

Equity

Unlimited PTO

Health insurance

401k matching

Brokerage account

Financial advice access

Free lunches

Career growth

Job summary

Vise is hiring a Senior Client Success Associate to join our Account Management Team in SoHo, NYC. You'll be a go-to resource for our financial advisor clients and a key liaison between clients, Engagement Managers, Trading, and Investment Strategy teams to keep onboarding and day-to-day execution running smoothly.

In this role, you'll learn our platform and internal systems, monitor client activity, support trading operations, and maintain data accuracy across tools.

Qualifications

• 3–5 years in a client operations-related role in wealth management, investment management, or financial services.
• Strong attention to detail with the ability to stay organized in a fast-moving setting.
• Clear and confident communicator with excellent verbal and written skills internally and externally.
• Curious, resourceful, and thrives in a goal-oriented environment.
• Quick learner who can adapt to new tools, processes, and product updates easily.
• Team-focused mindset with initiative to resolve problems.
• Experience with custodian platforms (e.g., Charles Schwab, Fidelity) preferred.
• Comfort with programming interfaces (SQL, Retool, Snowflake) a plus.
• A no task too small mindset.

Responsibilities

• Support Engagement Managers and Trading in delivering a high-touch client experience for inquiries on trading, portfolio management, and onboarding.
• Manage end-to-end portfolio proposal process from intake through advisor presentation and implementation support.
• Oversee daily trading workflows and time-sensitive client communications for seamless execution.
• Facilitate account onboarding, assignment, and maintenance workflows; monitor custodian activity like cash flows and closures.
• Maintain organized internal systems by aggregating client documentation and updating data records.
• Coordinate recurring client deliverables, including billing invoices, quarterly reviews, and custom reporting.
• Act as client advocate by partnering cross-functionally with Trading, Investment Operations, Finance, and Marketing.
• Identify and contribute to scalable process improvements and special projects.

Skills

Client operations

Attention to detail

Communication

Team collaboration

Adaptability

Problem solving

Custodian platforms

SQL

Retool

Snowflake

Tools

SQL

Retool

Snowflake

Job description

Vise is hiring a Senior Client Success Associate to join our Account Management Team in SoHo, NYC. You'll be a go-to resource for our financial advisor clients and a key liaison between clients, Engagement Managers, Trading, and Investment Strategy teams to keep onboarding and day-to-day execution running smoothly.

In this role, you'll learn our platform and internal systems, monitor client activity, support trading operations, and maintain data accuracy across tools.