Remote Jobs at Vise

Candidates should possess a minimum of 2-4 years of experience in a client operations role, preferably within the fintech, investment management, or related financial services environment. Strong attention to detail, excellent verbal and written communication skills, and a quick learning ability are essential, along with experience working with custodian platforms such as Charles Schwab and Fidelity. Familiarity with programming languages and interfaces like SQL, Retool, and Snowflake is a plus.