Full-Time

Client Operations Specialist

Posted on 5/20/2024

Vise

Vise

51-200 employees

Asset management platform for financial advisors

AI & Machine Learning
Financial Services

Mid

Salt Lake City, UT, USA + 2 more

Required Skills
Python
SQL
PowerPoint/Keynote/Slides
Requirements
  • Minimum of two to four years of experience in a financial services operations role
  • Experience working in middle and back office operations supporting SMAs for clients of registered investment advisors (RIAs) and/or broker-dealers
  • Familiar with RIA custodian platforms such as Schwab and Fidelity
  • Experience with Advent Portfolio Exchange (APX) for portfolio accounting and reporting
  • Proficient in Google Workspace, Excel, Word, and PowerPoint tools - Python and SQL a plus
Responsibilities
  • Collaborate with Vise’s Client Success, Investment Operations, and Finance teams to process and oversee all account setup and implementation
  • Create, execute, and optimize internal processes to improve data collection, document management, and account onboarding
  • Assist with account billing, invoice distribution, and organization of client billing records
  • Support the daily process of reconciling client account data from the custodian
  • Resolve daily account issues at custodians and on the Vise platform

Vise is a technology-powered asset management platform that enables financial advisors to create and manage personalized portfolios using intelligent ongoing tax-loss harvesting, custom indexing, and automated portfolio management to save time and deliver better investment outcomes.

Company Stage

Series C

Total Funding

$130M

Headquarters

New York, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

10%

1 year growth

22%

2 year growth

18%

Benefits

Comprehensive health plans

401(k) savings plan

Flexible PTO

Parental Leave

Wellness Reimbursement

Learning & Development

INACTIVE