Client Service Coordinator at Vise

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Fintech, Investment ManagementIndustries

Skills

Key technologies and capabilities for this role

Custodian PlatformsCharles SchwabFidelityClient OperationsCommunicationData AccuracyProblem-SolvingTeam Collaboration

Questions & Answers

Common questions about this position

Is this position remote or onsite?

The position is onsite.

What is the salary for this Client Service Coordinator role?

This information is not specified in the job description.

What experience and skills are required for this role?

Candidates need 2-4 years of experience in a client operations role, preferably in fintech or investment management, strong attention to detail, excellent communication skills, and the ability to thrive in a fast-paced environment. Experience with custodian platforms like Charles Schwab and Fidelity is preferred, along with comfort with tools like SQL, Retool, and Snowflake.

What is the work environment like at Vise?

The role is in a fast-paced environment within a hyper-growth FinTech company, where you'll collaborate with the Account Management Team and cross-functional teams like Trading, Investment Ops, Finance, and Marketing.

What makes a strong candidate for this position?

A strong candidate has 2-4 years in client operations, preferably in fintech or investment management, excels in communication and organization in fast-paced settings, is intellectually curious, team-oriented, and comfortable with tools like SQL and custodian platforms.

Vise

AI platform for financial advisors' asset management

About Vise

Vise provides an asset management platform designed for financial advisors, helping them create and manage personalized investment portfolios for their clients. The platform uses artificial intelligence to automate tasks like portfolio rebalancing and risk assessment, allowing advisors to concentrate on building client relationships and making strategic decisions. Vise operates on a subscription-based model, making it accessible to both small and large advisory firms. This flexibility sets Vise apart from competitors, as it can cater to a diverse range of clients in the financial advisory sector. The company's goal is to enhance the efficiency of financial advisors, reduce their operational costs, and improve investment outcomes, ultimately aiming to shape the future of asset management.

New York City, New YorkHeadquarters

2016Year Founded

$123.1MTotal Funding

SERIES_CCompany Stage

Fintech, AI & Machine Learning, Financial ServicesIndustries

51-200Employees

Benefits

Comprehensive health plans

401(k) savings plan

Flexible PTO

Parental Leave

Wellness Reimbursement

Learning & Development

Risks

Loss of major clients like Manhattan West impacts revenue and reputation.

High employee turnover affects company morale and productivity.

Rapid fintech evolution may outpace Vise's current offerings, affecting competitiveness.

Differentiation

Vise automates investment management using AI, enhancing advisor-client relationships.

The platform offers personalized portfolios, reducing advisors' administrative tasks.

Vise's subscription model is scalable, catering to both small and large advisory firms.

Upsides

Growing demand for AI-driven personalized investment solutions boosts Vise's market potential.

Hybrid advisory models enhance Vise's value proposition by combining AI with human expertise.

Regulatory scrutiny on traditional practices drives adoption of AI-driven solutions like Vise.

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