Advisor Support Specialist
Vestmark, Inc.(1 day ago)
About this role
An Advisor Support Specialist at Vestmark delivers industry-leading support to Financial Advisor clients. This client-facing role serves as a trusted partner, managing day-to-day inquiries across multiple channels and coordinating cross-departmental projects to drive client satisfaction and retention. The position emphasizes proactive relationship building in a fast-paced environment.
Required Skills
- Client Relationship
- Client Support
- Issue Resolution
- Project Coordination
- Communication
- CRM
- Excel
- Time Management
Qualifications
- Bachelor's Degree
About Vestmark, Inc.
vestmark.comVestmark is a wealthtech company that provides a scalable platform for portfolio management, trading, and client reporting. Its product suite emphasizes tax‑aware investing, portfolio construction and rebalancing, advisor enablement, and outsourced operations and services. Vestmark serves financial advisors, RIAs, broker‑dealers and asset managers looking to streamline workflows, scale solutions, and deliver customized investment programs.
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