Advisor Support Specialist

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