Vestmark is seeking an Advisor Support Specialist to deliver industry-leading support to their Financial Advisor clients. In this client-facing role, you will manage day-to-day inquiries and orchestrate cross-departmental projects to drive long-term client satisfaction and retention.
Responsibilities
- Cultivate and maintain strong, long-lasting relationships with Financial Advisors through effective communication, trust-building, and personalized attention
- Act as the primary point of contact for client-related tactical issues, both internally and externally
- Go the extra mile to engage clients through open and interactive communication
- Address Financial Advisor inquiries via phone, portal, email, and group inbox with professionalism and urgency
- Provide daily support, data issue resolution, and request processing with accuracy and efficiency
- Conduct thorough needs assessments and deliver tailored solutions to ensure client satisfaction
- Meet or exceed client support team targets and maintain high client satisfaction scores
- Organize, manage, and execute cross-department, client-related projects
- Coordinate large-scope initiatives to ensure quality and timely service delivery on all client-impacting projects
- Monitor project progress and communicate status updates to stakeholders
- Utilize multiple channels to meet clients in their medium of choice: written case correspondence, email, and phone
- Maintain accurate records of client interactions and resolutions in internal systems
- Escalate complex issues appropriately while maintaining ownership of client experience
Skills
- 1-3 years of client service representative or customer support experience, preferably in financial services
- Bachelor's degree
- Proficiency with word processing software (Microsoft Word, Google Docs)
- Proficiency with spreadsheet software (Excel, Google Sheets)
- Proficiency with accounting software
- Proficiency with internet and web-based applications
- Proficiency with project management tools
- Proficiency with database software and CRM platforms
- Excellent written and verbal communication abilities with demonstrated professionalism
- Strong analytical skills with ability to assess client needs and deliver effective solutions
- Superior time management and multitasking capabilities in a deadline-driven environment
- Experience managing and supporting Financial Advisors in the RIA channel, Family Offices, or similar financial services clients
- Familiarity with wealth management platforms and investment operations
- Track record of managing a high volume of client relationships with multiple stakeholders
- Experience supporting accounts with significant assets under management
- Understanding of financial advisor workflows and pain points
Benefits
- Equity-based grants for all new hires
- Company-paid medical premiums of 90%
- A competitive time-off program
- Other variable compensation, if eligible
Company Overview
Vestmark provides support to their users so that they can focus on the important work of helping investors reach their financial goals. It was founded in 2001, and is headquartered in Wakefield, Massachusetts, USA, with a workforce of 201-500 employees. Its website is https://www.vestmark.com.