Advisor Support Specialist

Vestmark, Inc. • Wakefield, MA

4d • $65,000 - $72,000 • Hybrid

About The Position

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.

Requirements

• 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

Nice To Haves

• 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

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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level