Vestmark · 15 hours ago
Advisor Support Specialist
Wakefield, MA
Full-time
Hybrid
Entry Level
$65K/yr - $72K/yr
1+ years expVestmark, Inc. is seeking an Advisor Support Specialist to deliver industry-leading support to Financial Advisor clients. This client-facing role involves managing day-to-day inquiries and orchestrating cross-departmental projects to drive client satisfaction and retention.
Enterprise SoftwareFinancial ServicesInformation TechnologySaaSSoftwareTrading Platform
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
Qualification
Required
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
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
Company
Vestmark
Vestmark provides support to their users so that they can focus on the important work of helping investors reach their financial goals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$50.35MKey Investors
Summit Partners
2017-10-10Series Unknown· $11.65M
2016-10-31Private Equity· $37M
2009-06-08Series Unknown· $1.7M
Leadership Team
Karl Roessner
Chief Executive Officer
Michael Blundin
President & COO
Recent News
2026-01-22
Company data provided by crunchbase