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Client Services Associate 2 (Wealth Management)

San Francisco, CA | Full Time
Expired

Job Description

Veris Wealth Partners

Client Services Associate 2
San Francisco, CA

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

  • Support our remote clients’ requests, handling and screening phone calls to best support client needs and resolve initial requests. Process daily mail and filing as needed
  • Prepare and process custodian paperwork to setup new accounts, add account features, and transfer assets, performance reporting set-up
  • Prepare materials for client account reviews and prospective client meetings, prepare and process client account forms.  Support all meeting follow-up as appropriate
  • Assist with client requests: information, reports, wires, incoming & outgoing check processing, journals, tax document support, etc. Follow-up with service providers to ensure accurate and timely completion of requests
  • Maintain all client relationship management (CRM) database and files so they are accurate and up to date Schedule client meetings and maintain current knowledge of team calendars and preferences for impact wealth management team to manage efficient meeting scheduling and support
  • Update asset allocation spreadsheets and monitor ongoing transaction activity and performance of client accounts
  • Attend client meetings to build relationships, provide administrative support and for career development opportunities as needed
  • Assist in planning and preparation of materials and presentations for client and other conference calls and meetings
  • Distribute performance reports, and other client meeting materials to clients according to their preferences, whether through the CRM, email, or postal mail
  • Review client portfolios and anticipate client needs, support implementation and administration of client portfolios
  • Create and maintain benchmarks for accounts as requested
  • Perform other duties and projects as assigned

Supervisory Responsibilities

  •  None

Knowledge, Skills, Abilities

  • Familiarity with business related software and systems such as, but not limited to performance reporting, CRM database, financial management portal, and office phone systems
  • Working knowledge of investment account types and transactions
  • Proficient with Microsoft Office, Word, Excel, Outlook, and Power Point
  • Excellent organizational skills, oral and written communication, and computer skills
  • Ability to work in a dynamic environment and be able to manage multiple tasks and responsibilities
  • Intellectual curiosity and a demonstrated ability to work collaboratively
  • Broad knowledge developing sustainability and impact investing
  • Strong client service orientation and aptitude
  • Intellectual curiosity and a demonstrated ability to work collaboratively

Education and Experience

  • Certification or college degree in finance, wealth management, financial planning or related field preferred
  • 1 year of experience as a CSA1 preferred.
  • 2 or more years of experience working in a bank, brokerage or similar financial institution environment
  • Prior experience working with Wealth Management or Investment Advisory firms preferred
  • 2 or more years of experience with Sustainable, Responsible, and Impact Investing preferred

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.

Skills for Client Services Associate 2 (Wealth Management)

The job skills required for Client Services Associate 2 (Wealth Management) include client service, Planning, Microsoft Office, Written Communication, Wealth Management,and Brokerage 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.

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Career Path for Client Services Associate 2 (Wealth Management)

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 an Account Services Representative Sr 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.

How to Become a Client Services Associate

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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