About the Job
The Client Services Associate provides direct support to the Wealth Managers/Advisors & Clients. This role enhances the client experience by servicing the client’s needs and providing administrative support to the Wealth Managers/Advisor in their daily business practices. Knowledge of firm policies, procedures and technology allows the Client Services Associate to interface with clients and prospects, anticipate their needs, resolve their problems, and follow through to provide exceptional service. The Client Services Associate should support the firm’s initiatives and maintain risk awareness and regulatory knowledge.
The Client Services Associate will be familiar with our target clients (high-net worth individuals, family offices and other advisors) and their wealth management needs.
Compensation and Benefits
Compensation will be determined by a number of factors including educational background and experience. Veris Wealth Partners has a generous benefits package including health, disability and life insurance, and the opportunity to participate in the firm’s 401k retirement plan.
Core Duties and Responsibilities
Assist with client requests: information, reports, wires, checks, journals, etc.
Prepare materials for client account reviews and prospective client meetings
Prepare and process client account forms
Process checks for deposit to custodians
Assist with gathering and sending tax-related documents to clients and accountants
Assist with the distribution of client quarterly reports, newsletters and other communications
Support Wealth Managers in client account administration
Wealth Manager Support
Monitor ongoing transaction activity and performance of client accounts
Update asset allocation spreadsheets
Maintain familiarity with clients’ financial and impact goals
Keep current on impact investing landscape and Veris approved strategies
Conduct client-specific projects as necessary
New Client On-Boarding
Prepare and process Veris paperwork to establish a new client relationship
Prepare and process custodian paperwork to setup new accounts, add account features, and transfer assets, performance reporting set-up
Follow-up with service providers to ensure accurate and timely completion of requests
Maintain client relationship management (CRM) database
Assist in preparation of materials and presentations
Maintain familiarity with CEO schedule and company’s strategic goals
Assist in scheduling conferences calls, meetings, and interviews as needed
Provide primary phone coverage, screen calls and try to resolve first
Daily mail processing and filing as needed
Greet visitors, order and prepare refreshments as needed
Schedule meetings and setup conference calls as needed
Order and manage office supplies
Support firm-wide initiatives as needed
Participate in industry events
Assist with Veris-produced impact investing events
Ability to work in a fast-paced environment and be able to manage multiple tasks and responsibilities
Excellent organizational, communication and computer skills including Microsoft Office
Experience with client relationship management (CRM) software
Commitment to the interdependence of wealth and values
Experience working with high net worth families in a bank, brokerage or other financial institution environment preferred
Experience working directly with Wealth Management or Investment Advisory teams preferred
Four-year college degree preferred
Experience with Sustainable, Responsible, and Impact Investing preferred
To apply, please submit your resume, and a cover letter hi-lighting your interest and experience in this role supporting sustainable wealth management and impact investment solutions. Resumes will be reviewed as received.
Veris Wealth Partners
Veris Wealth Partners is an independent, SEC registered, wealth management firm founded by five partners who share a deep conviction in the interdependence of values and wealth. We believe managing that interdependence with knowledge and wisdom delivers benefits for individuals, companies and society. Our clients are individuals, foundations, non-profit organizations, family offices, and investment advisory firms.
There is a dramatic growth in the depth of understanding of sustainable practices. Corporations and individuals are viewing their own practices and those of others with new expectations. The business argument for sustainable solutions to global problems is gaining significant traction. This is creating new demands of wealth managers and investment advisors for sustainable wealth management and impact investment solutions.
As a pioneer in the field of responsible and sustainable investing, Veris has the experience and knowledge to provide solutions for clients, other wealth managers, and family offices.
Veris has offices in New York City, San Francisco, Portsmouth, NH, and Shelburne Falls, MA. We are looking for a Senior Client Services Associate based in our San Francisco office to assist our team in providing services to individuals, foundations and family offices.