Vestmark is seeking an Advisor Support Specialist to deliver industry-leading support to our Financial Advisor clients. In this client-facing role, you will serve as a trusted partner to Financial Advisors, managing day-to-day inquiries while orchestrating cross-departmental projects that drive long-term client satisfaction and retention. This position requires a proactive relationship builder who thrives in a fast-paced environment and is committed to providing exceptional service through multiple communication channels.
Key Responsibilities:
Client Relationship Management
- 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
Client Support & Issue Resolution
- 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
Project Coordination & Execution
- 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
Communication & Documentation
- 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
Required Qualifications
- Experience: 1-3 years of client service representative or customer support experience, preferably in financial services
- Education: Bachelor's degree
- Technical Skills: Proficiency with:
- Word processing software (Microsoft Word, Google Docs)
- Spreadsheet software (Excel, Google Sheets)
- Accounting software
- Internet and web-based applications
- Project management tools
- Database software and CRM platforms
- Communication Skills: Excellent written and verbal communication abilities with demonstrated professionalism
- Problem-Solving: Strong analytical skills with ability to assess client needs and deliver effective solutions
- Organization: Superior time management and multitasking capabilities in a deadline-driven environment
Preferred Qualifications
- 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
What Success Looks Like
- Consistent achievement of client satisfaction and response time targets
- Proactive identification and resolution of client issues before escalation
- Successful management of concurrent client projects with quality outcomes
- Strong relationships with internal teams and external clients
- Positive feedback from Financial Advisors regarding service quality and responsiveness
Why Join Vestmark?
At Vestmark, you'll be part of a team dedicated to empowering Financial Advisors with innovative technology and exceptional support. This role offers the opportunity to make a meaningful impact on client success while developing your skills in financial services and relationship management.
Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. #LI-TG1 #LI-Hybrid
Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.
In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Top Skills
What the Team is Saying
What We Do
Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.
Why Work With Us
Our employees are the reason we've been named a Best Places to Work for several years! Our thriving hybrid work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low.
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Vestmark, Inc. Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We have a mix of fully remote, hybrid, and in-office employees. We established Tuesdays & Thursdays as collaboration days for hybrid employees.
