Client Service Coordinator

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

Requirements

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.

Responsibilities

The Client Service Coordinator will assist Account Managers in addressing client inquiries related to trading and portfolio management, support daily account onboarding, assignment, and maintenance workflows, aggregate client documents and maintain a streamlined record keeping system, monitor and manage key account activity at custodians, coordinate recurring client deliverables, maintain and update internal tools and data records to ensure operational accuracy, serve as an internal advocate for client issues, requests, and needs through partnering cross-functionally with Trading, Investment Ops, Finance, and Marketing teams, and contribute ongoing process improvements and support special projects as needed.

Skills

Custodian Platforms

Charles Schwab

Fidelity

Client Operations

Communication

Data Accuracy

Problem-Solving

Team Collaboration

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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