or apply directly on Vise's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 1 day Vise's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- Yes 92% of Vise's roles list one
- Ghost-job risk at Vise
- high 11 stale, 0 reposted of 13 open
- Hiring momentum
- 15 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Vise's own greenhouse board since 2026-08-03. Full hiring picture for Vise.
About this role
As a Senior Client Success Associate at Vise, you will be a key resource for financial advisor clients, ensuring smooth account onboarding and daily operations. Your responsibilities include managing client inquiries, overseeing trading workflows, and maintaining data accuracy across systems. This role requires strong communication skills and the ability to thrive in a fast-paced environment while collaborating with various teams to enhance client service.
- benefits
- 3/5
- freshness
- 5/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Vise as an employer.
What you need
- Minimum of 3-5 years of client operations-related role in wealth management, investment management, or a related financial services environment
- Strong attention to detail with the ability to stay organized and prioritize in a fast-moving setting
- Clear and confident communicator with excellent verbal and written communication skills
- Intellectually curious, independently resourceful, and thrives in a goal-oriented environment
- Quick learner who can adapt to new tools, processes, and product updates with ease
- Team-focused mindset, eager to collaborate and take initiative with others to resolve problems
Nice to have
- Experience with custodian platforms (such as Charles Schwab and Fidelity)
- Comfortable working with programming languages and interfaces (such as SQL, Retool, and Snowflake)
What you get
- Competitive salary and equity
- Unlimited PTO and great benefits, including $1 medical insurance
- 401k plan with generous matching and self-directed brokerage account option
- Access to investment management and free financial advice from one of our partner RIA firms
- Paid lunches at our NYC office
- Career growth and development opportunities
Worth weighing
- Role is onsite in SoHo, NYC office
- No specific mention of remote work options
- Salary range provided but actual compensation based on skills and experience
- Fast-paced environment may not suit everyone
Summarised from Vise's posting. Read the full original.
Listed by Vise on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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