Competitive pay, health care and retirement benefits
A unique, diverse, inclusive work environment
A company culture driven by its values and mission
100% dedicated to impact wealth management
Paid time off for volunteering
Join The A-Team
At Veris, we help individuals and families achieve their financial objectives and create a more sustainable and just world.
We’re looking for the best and the brightest to help us achieve our goal.
Interested in working for one of the pioneers in impact investing? Consider Veris.
Client Services Associate 1
San Francisco, California
The Client Services Associate 1 (CSA1) provides support to clients and prospective clients, Client Service Associates, Associate Wealth Managers, Wealth Managers, and Senior Wealth Managers. The CSA1 will gather and maintain client data, field 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 CSA1 will also support onboarding of new clients.
The CSA1 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.
To apply, please submit your resume, and a cover letter outlining your specific interest in this opportunity to Margie@newlevelresources.com with SF Veris / Client Services Associate 1 and your name written in the subject line. Resumes will be reviewed as received.
Equal Opportunity Employer
Veris is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.