Careers at Veris Wealth Partners

Position: Associate, Client Service

Schedule: 8:30 a.m. – 5:00 p.m.

Location: Portsmouth, New Hampshire or New York City, New York. 

The Associate interacts and provides premiere service to clients, peers, Advisors, Senior Advisors, partners, and service partners. The Associate will be familiar with and capable of explaining Veris Wealth Partners’ investment themes, sustainability work, services offerings, process and products and impact vision in order to support the implementation of clients’ impact Wealth Management plan. The Associate should be comfortable with the administrative and operational aspects of wealth management for clients including but not limited to high-net worth individuals, families, and family foundations.

What You’ll Do:

• Prepare and process of custodian paperwork to setup new accounts, add account features, and transfer assets, performance reporting set-up
• Independently prepare materials for client account reviews and prospective client meetings, prepare and process client account forms. Support all meeting follow-up as appropriate
• Manage 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
  Coordinate 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 and anticipate client needs, support implementation and administration of client portfolios
• Complete transfer of funds, financial transactions, trading, and cashiering requests
• Mentor and provide back up support for Client Service Analysts
• Create and maintain benchmarks for accounts as requested
• Perform other duties and projects as assigned

What You’ll Need to Succeed:

• Certification or college degree in finance, wealth management, financial planning, or related field preferred
• 1-2 years of experience as an Analyst preferred.
• 2 or more years’ experience working in a bank, brokerage or similar financial institution environment and/or prior experience working with Wealth Management or Investment Advisory firms preferred
• Broad knowledge of sustainable and impact investing
• 2 or more years’ experience with Sustainable, Responsible, and Impact Investing preferred
  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
• Strong client service orientation and aptitude
• Intellectual curiosity and a demonstrated ability to work collaboratively

What Veris Offers You:

• Comprehensive health, dental, and vision coverage with 100% employer premium coverage
• Flexible Spending Accounts (FSA) traditional and dependent care
• 100% employer premium coverage on Short Term Disability, Long Term Disability, and Basic Life and Accidental Death & Dismemberment insurance
• 401(k) retirement plan with employer matching
• 3 weeks of Paid Time Off
• 9 days of Sick Leave
• 11 paid Holidays
• Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
• Employee Assistance & Employee Discount Programs
• Professional development opportunities, including tuition reimbursement and training programs

Please note that these are just some potential examples, and the specific benefits and perks offered may vary based on the position and location.

Application Instructions

To apply, please submit your resume and a cover letter outlining your specific interest in this opportunity to the following email address: margie@newlevelresources.com.

Please use the following for the subject line: “Veris Associate, Client Service Application | Your Name”

Resumes will be reviewed as received.

About Veris

Founded in 2007, Veris is a leading investment advisory and wealth management firm dedicated to values-aligned investing. We partner with families and foundations to build portfolios that drive positive impact, combining deep investment expertise with a strong commitment to service excellence.

At Veris, we go beyond traditional wealth management, empowering clients to align 100% of their portfolios with sustainable finance and impact investing. With offices in New York City, Oakland, Portsmouth, NH, and Denver, CO, we are committed to shaping a responsible and sustainable financial future.

Please note: We are not accepting phone inquiries regarding the status of applications. Only qualified candidates will be contacted. Additionally, we are not working with agencies or third-party recruiters at this time. Thank you for your understanding.