Description
Vise is hiring a Senior Client Success Associate for its Account Management Team in an onsite role in the SoHo, New York City office. The position supports financial advisor clients by handling account onboarding, trading workflows, portfolio proposals, custodian activity, client communications, data accuracy, recurring deliverables, and cross-functional issue resolution. Candidates need at least 3–5 years of client operations experience in wealth management, investment management, or a related financial services environment, with custodian-platform and programming experience preferred. The role offers a salary of $110,000–$130,000 per year plus equity and benefits.
