Vestmark

Advisor Support Specialist

Vestmark

full-time

Posted on:

Location Type: Hybrid

Location: Wakefield • Massachusetts • United States

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Salary

💰 $65,000 - $72,000 per year

About the role

  • Deliver industry-leading support to Financial Advisor clients
  • Manage day-to-day inquiries while orchestrating cross-departmental projects
  • Cultivate and maintain strong relationships with Financial Advisors
  • Act as the primary point of contact for client-related tactical issues
  • Address Financial Advisor inquiries via phone, portal, email, and group inbox
  • Provide daily support and data issue resolution
  • Conduct thorough needs assessments and deliver tailored solutions
  • Organize, manage, and execute cross-department client-related projects
  • Maintain accurate records of client interactions and resolutions
  • Escalate complex issues appropriately while maintaining ownership of client experience

Requirements

  • 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)
  • Spreadsheet software (Excel, Google Sheets)
  • Accounting software
  • Internet and web-based applications
  • Project management tools
  • 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.
Benefits
  • company-paid medical premiums of 90%
  • a competitive time-off program
  • equity-based grants for all new hires
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client servicecustomer supportneeds assessmentdata issue resolutionproject managementanalytical skillstime managementmultitasking
Soft Skills
communicationrelationship managementprofessionalism
Certifications
Bachelor's degree