Vise is an artificial intelligence-driven asset management platform, built and designed specifically for the Financial Advisor of the future. We are transforming the financial industry by bringing the power of AI and machine learning to automate investment management for financial advisors and build fully customized portfolios backed by portfolio intelligence. Located in New York, we are a well-funded Series B stage startup, backed by Sequoia, Founders Fund and Bling Capital. We are working in one of the largest industries in the world, with customers who are hungry for modern tools and technology that will help them win. Come join us!

As a Senior Client Service Specialist on the Vise Investment Operations Team, 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 the 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.

Our office is located in One World Trade in NYC. Our office is open at limited capacity with strict contact tracing and protocols for anyone who chooses to go in. We will continue to be remote-optional until September 30, 2021. We will monitor Covid-19 trends to ensure the safety of our employees.

What you will own

    • Point of contact for all client needs on the VISE platform
    • Aggregating documents, streamlining client service operations, collaboration with engineers to design/build systems to efficiently support client ops workflow
    • Create and follow internal processes to improve data collection, document management, and onboarding
    • Write internal/client facing documentation around its functions for the Vise platform
    • Directly support Account Managers, by providing solutions for client issues and ongoing account management 
    • Communicate client issues in a clear, concise manner to product team
    • Support sales team, in order to effectively handle client blockers

What you will bring on Day 1

    • Minimum of 5 years of experience in a client facing financial services operations role
    • Experience working in middle and back office operations, specific to SMAs
    • Comfort working with custodian platforms like Broadridge, Schwab, TD Ameritrade, and Fidelity
    • Team focused mindset, eager to collaborate with others to solve problems 
    • Excellent communication skills both inside the organization, as well as externally with clients 
    • Strong writing skills 
    • Intellectually curious and a successful problem solver 
    • Able to switch contexts quickly in past-paced environment 
    • Transparent and direct 
    • A high degree of proficiency in Excel, Word and Powerpoint, etc
    • Comfortable with learning and using new software tools
    • Bachelor’s degree with an excellent record
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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