Veris Wealth Partners is a leading impact wealth management firm. Founded in 2007, Veris serves individuals, families and foundations seeking market performance and social gain by aligning their wealth and their values. Veris delivers comprehensive wealth Management, including investment management, trust and philanthropic strategies, with an emphasis on impact and sustainable investing.
Location: Portsmouth, New Hampshire
The Client Services Associate (CSA) provides support to clients and prospective clients, Client Service Associates, Associate Wealth Managers, Wealth Managers, and Senior Wealth Managers. The CSA will gather and maintain client data, and respond to basic client requests and service needs, serve as primary inbound call support, schedule client meetings and support client meeting preparation and follow-up. The CSA will also support onboarding of new clients. The CSA will complete money movement and cashiering requests after 3-6 months and approval, and process trades after 1 year and approval.
Application Instructions
To apply, please submit your resume, and a cover letter outlining your specific interest in this opportunity to Margie@newlevelresources.com with NH Veris / Client Services Associate and your name written in the subject line. Resumes will be reviewed as received.