Client Service Associate
ViseNew York, New York, United States
Posted September 3, 2025
90000 - 110000 USD year
Full Time
About the Company
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. The company focuses on Wealth 3.0, offering customized investing solutions through direct indexing, factor investing, and ESG investing, backed by artificial intelligence. With over $130 million in funding and a team of 45 employees, Vise aims to deliver better investment outcomes while enabling financial advisors to scale their practices.
Job Description
Vise is seeking a Client Service Associate to join the Account Management Team, providing a crucial link between clients and internal teams. This role involves onboarding, maintenance, and day-to-day workflow execution, ensuring smooth account operations for clients. The position requires a detail-oriented individual with a passion for operational excellence and a comfortable workflow in a fast-paced environment.
Requirements
- Minimum of 2-4 years of experience in a client operations role, preferably in wealth management, fintech, or investment management.
- Strong attention to detail and organizational skills.
- Clear and confident communication skills.
- Intellectual curiosity and adaptability.
- Team focused mindset and a willingness to take initiative.
- Experience with custodian platforms such as Charles Schwab and Fidelity is preferred.
Benefits
- Competitive salary and equity
- Unlimited PTO
- Great benefits, including $1 medical insurance
- 401k plan with generous matching
- Access to investment management and free financial advice
- Paid lunches at our NYC office
- Career growth and development opportunities
