Client Services Associate job in Portsmouth

Company Summary

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 with their values. Veris delivers comprehensive wealth management, including investment management, trust, and philanthropic strategies, with an emphasis on impact and sustainable investing.

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 (CSA) is responsible for interacting with clients, peers, wealth managers, partners, and service partners such as custodians and other service providers to ensure effective implementation of impact wealth management services. The CSA will be familiar with and capable of explaining Veris Wealth Partner’s investment philosophy, sustainability work, services offerings, process and products, and impact vision in order to support the implementation and monitor a client’s impact wealth management plan.

The CSA will be comfortable with the service and investment needs of target clients (including but not limited to high-net-worth individuals, families, and family foundations) and their wealth management needs.

Essential Functions

• Provide primary greeting and support for the in-person visitors as well as phone calls, screen calls and try to resolve first, process daily mail and filing as needed
• Prepare and process Veris paperwork to establish a new client relationship and 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
• Maintain familiarity with calendars and preferences for impact wealth management team to support efficient meeting scheduling and support
• Update asset allocation spreadsheets and monitor ongoing transaction activity and performance of client accounts.
• Assist in planning and preparation of materials and presentations for client and other conference calls and meetings

Knowledge, Skills, Abilities

• Familiarity with Veris systems to support client servicing including custodians, CRM, and performance reporting
• Working knowledge of Microsoft Office, Word, Excel, Outlook, and PowerPoint proficient
• Ability to work in a dynamic environment and be able to manage multiple tasks and responsibilities
• Excellent organizational, communication, and computer skills
• Intellectual curiosity and a demonstrated ability to work collaboratively

Education and Experience

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

Physical and Mental Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. The firm will provide reasonable accommodation as needed.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position, the employee is regularly required to sit, talk, hear, observe, type, see, use hands to finger, handle, or feel; bend or stoop; reach with hands and arms.
Work infrequently requires limited walking.