{"id":935970,"url":"https://alion.io/job/viseai-senior-client-service-associate","title":"Senior Client Success Associate","company":{"id":174621,"name":"Vise","domain":"vise.com","url":"https://alion.io/company/vise","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":75,"open_postings":8,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-30T05:48:23Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":110000,"max":130000,"currency":"USD","period":"year","gross":null,"usd_annual":130000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Snowflake","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2025-05-15T17:35:06Z","employer_posted_date":"2026-09-16","last_verified_at":"2026-10-30T03:12:08Z","board_verified":true,"closed_at":null,"days_open":532,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":531},"description":"Vise is hiring a Senior Client Success Associate to join our Account Management Team. You'll be a go-to resource for our financial advisor clients and a key part of Vise's operational core - working directly with custodians and acting as the liaison between clients and our Engagement Managers, Trading, and Investment Strategy teams to keep account onboarding, implementation, and day-to-day execution running smoothly.\nIn this role, you'll learn our platform and internal systems inside out, monitor and handle client account activity, support trading operations, and maintain data accuracy across multiple tools. It's a strong fit for someone who thrives in a fast-paced environment, takes pride in operational excellence, and is eager to grow in fintech and investment management.\nThis role is onsite in our SoHo, NYC office.\nWhat You Bring On Day One\nMinimum of 3-5 years of client operations-related role in wealth management, investment management, or a related financial services environment\nStrong attention to detail with the ability to stay organized and prioritize in a fast-moving setting\nClear and confident communicator with excellent verbal and written communication skills both inside the organization, as well as externally with clients and other third parties\nIntellectually curious, independently resourceful, and thrives in a goal-oriented environment\nQuick learner who can adapt to new tools, processes, and product updates with ease\nTeam-focused mindset, eager to collaborate and take initiative with others to resolve problems\nExperience with custodian platforms (such as Charles Schwab and Fidelity) is preferred\nComfortable working with programming languages and interfaces (such as SQL, Retool, and Snowflake) is a plus\nA no task too small mindset\nWhat You Will Own\nSupport Engagement Managers and the Trading team in delivering a high-touch client experience by addressing inquiries related to trading, portfolio management, and onboarding\nManage the end-to-end portfolio proposal process, from intake through internal systems to advisor presentation and implementation support\nOversee daily trading workflows and time-sensitive client communications to ensure seamless execution and proactive issue resolution\nFacilitate account onboarding, assignment, and maintenance workflows, while monitoring key custodian activity such as cash flows, restrictions, and closures\nMaintain organized and accurate internal systems by aggregating client documentation and updating key data records\nCoordinate recurring client deliverables, including billing invoices, quarterly reviews, and custom reporting\nAct as a client advocate by partnering cross-functionally with Trading, Investment Operations, Finance, and Marketing to resolve issues and enhance service\nIdentify and contribute to scalable process improvements and special projects that elevate the overall client experience\nWhy join Vise:\nOpportunity to make a significant impact at a hyper-growth fintech start-up\nCompetitive salary and equity\nUnlimited PTO and great benefits, including $1 medical insurance\n401k plan with generous matching and self-directed brokerage account option\nAccess to investment management and free financial advice from one of our partner RIA firms\nPaid lunches at our NYC office\nCareer growth and development opportunities\nThrough the internal and market data Vise has collected, we expect the salary range for this position to be $110,000-130,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits.\nAbout Vise:\nVise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.\nFinancial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.\nOur exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.\nVise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.","description_format":"text","description_chars":5996,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"phd","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Equity","Health insurance","Unlimited PTO"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-15T14:31:39Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 4","filings_12m":4,"filings_prev_12m":4,"green_card_filings_12m":0,"median_offered_wage_usd":132500,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":8,"band":"cold","label":"Long shot","p_open":1,"p_active":0.269,"p_room":0.28,"age_days":532,"expected_fill_days":36,"reasons":["conf:2","win:tail","crowd:"],"computed_at":"2026-10-30T05:48:23Z"},"pay":{"stated_usd_annual":130000,"is_top_pay":true},"html_url":"https://alion.io/job/viseai-senior-client-service-associate","json_url":"https://alion.io/job/viseai-senior-client-service-associate.json","meta":{"generated_at":"2026-10-30T06:36:08Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":9203,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-31T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":174621},"rest":"https://alion.io/mcp/rest/get_company?id=174621"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fviseai-senior-client-service-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fviseai-senior-client-service-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fviseai-senior-client-service-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/viseai-senior-client-service-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fviseai-senior-client-service-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":935970}},{"tool":"search_jobs","arguments":{"company":"vise.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":935970},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}