Senior Client Success Associate
Vise- Location
- New York, New York
- Work mode
- On-site
- Type
- full time
- Listed
Applications go directly to Vise. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
Vise is hiring a Senior Client Success Associate for their Account Management Team in New York, New York. This role involves being a primary contact for financial advisor clients, liaising with internal teams, and managing account onboarding and day-to-day operations. Responsibilities include learning internal systems, monitoring client accounts, supporting trading operations, and maintaining data accuracy.
Skills and focus areas
- client operations
- wealth management
- investment management
- financial services
- attention to detail
- organization
- prioritization
- communication
- resourcefulness
- goal-oriented
- adaptability
- teamwork
Summary written by Ramai from the original posting. Full details and requirements are on Vise’s careers page.
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