Operations Coordinator-Broker Dealer
Voya FinancialSalary not specified
- Full Time
- Junior (1 to 2 years)
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.
Key Metrics
New York City, New YorkHeadquarters
2016Year Founded
$123.1MTotal Funding
SERIES_CCompany Stage
Fintech, AI & Machine Learning, Financial ServicesIndustries
51-200Employees