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Company Summary
Veris Wealth Partners is an independent, SEC registered, impact wealth management firm founded in 2007 by five partners who share a deep conviction in the interdependence of values and wealth. Veris clients include individuals, foundations, non-profit organizations, family offices, and investment advisory firms. At Veris, this philosophy of aligning wealth with values to create meaningful impact is central to the company’s identity and culture and mission to utilize financial markets to direct capital to sustainable and regenerative endeavors.
Veris’ vision is to create an equitable, just and sustainable world. Justice, equity, diversity and inclusion touch every aspect of our work: how we hire and create a culture of belonging, how we select vendors, and how we invest. Veris believes investors can have positive social and environmental impact across all asset classes and strategies through ESG integrated investing, shareholder advocacy and thematic investing. Veris invests through four impact themes – a) climate solutions and the environment, b) sustainable and regenerative agriculture, c) racial and gender equity and d) community wealth building.
Veris is recognized as both a pioneer and leader in the field of sustainable, responsible and impact investing, and is strongly equipped to provide solutions for clients seeking to create change through their wealth while meeting financial objectives.
Veris is a proud B Corp and Best for the World® Overall Honoree (2019, 2018, 2017, 2016, 2015, 2014, 2013).
Veris has offices in New York City, San Francisco, Portsmouth, NH, and Boulder, CO. For more information, please visit our website: www.veriswp.com.
Position Summary
The Client Service Associate 2 (CSA2) interacts and provides support to clients, peers, Wealth Managers, partners, and service partners. The CSA2 will be familiar with and capable of explaining Veris Wealth Partners’ investment philosophy, sustainability work, services offerings, process and products and impact vision in order to support the implementation of client’s impact Wealth Management plan. The CSA2 should be comfortable with the wealth management, service and investment needs of target clients including but not limited to high-net worth individuals, families, and family foundations.
Essential Functions
Supervisory Responsibilities
Knowledge, Skills, Abilities
Education and Experience
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.
Application Instructions
To apply, please submit your resume, and a cover letter outlining your specific interest in this opportunity to Margie@newlevelresources.com with NY Veris / Client Services Associate and your name written in the subject line. Resumes will be reviewed as received.
EEO Statement
Veris Wealth Partners provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Veris Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Full Time
09/01/2022
11/28/2022
newlevelresources.com
Camarillo, CA
25 - 50
The job skills required for Client Services Associate 2 (Wealth Management) include Client Service, Written Communication, Microsoft Office, Planning, Presentation, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate 2 (Wealth Management). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate 2 (Wealth Management). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate 2 (Wealth Management) positions, which can be used as a reference in future career path planning. As a Client Services Associate 2 (Wealth Management), it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate 2 (Wealth Management). You can explore the career advancement for a Client Services Associate 2 (Wealth Management) below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
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A client service associate works as a financial assistant and financial advisor to clients.
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Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
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Client services representatives manage client relationships and provide customer support.
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A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
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Client services associates also should have strong math, time management and critical thinking skills.
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These associates provide administrative and client support to financial advisers.
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Client Services Associate must be excellent communicators capable of leading a team.
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And strong client relations skills are key to building and maintaining long-lasting business relationships.
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