New Level Resources
Client Services Assistant - Wealth Management
New Level Resources, Oakland, California, United States, 94616
Position: Client Services Assistant - Wealth Management
Location: Oakland, California
Schedule: 8:30 a.m. – 5:00 p.m.
As a Client Services Assistant - Wealth Management, you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding, account operations, and ongoing service needs. Working closely with internal teams and custodians, you’ll prepare client materials, maintain accurate account data, and ensure smooth execution of client requests. This position offers the opportunity to deepen your knowledge of impact investing, strengthen your operational expertise, and contribute directly to an exceptional client experience.
What You’ll Do
Prepare materials for client calls and meetings, including account reviews and presentations for prospective clients
Process client account forms and manage meeting follow-up tasks
Provide back-office support for client requests, including reports, wires, check processing, journals, and tax document assistance
Coordinate with service providers to ensure timely and accurate completion of requests
Maintain accurate and up-to-date CRM records, client files, and meeting schedules
Support the preparation and processing of Veris paperwork for new client relationships, custodian forms for new accounts, asset transfers, and performance reporting setup
Update asset allocation spreadsheets and monitor ongoing transactions and performance across client accounts
Complete financial transactions (fund transfers, cashiering, etc.) after 3–6 months in the role and with Managing Director approval
Assist with administrative functions including daily mail processing, filing, and general office support
Provide back-up inbound call support, screen phone calls, and route client needs appropriately
What You’ll Need to Succeed
Certification or degree in Finance, Wealth Management, Financial Planning, or a related field (preferred)
1+ years of experience in a bank, brokerage, financial institution, or within a Wealth Management/Investment Advisory firm (preferred)
1+ years of experience in Sustainable, Responsible, or Impact Investing (preferred)
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Excellent organizational, communication, and writing skills
Ability to manage multiple priorities in a dynamic, fast‑paced environment
Basic knowledge of investment account types and terminology (preferred)
Interest in values‑aligned, sustainable, responsible, and impact investing (preferred)
Strong client service mindset and collaborative work style
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
Compensation Salary range between $62,000 - $72,000 per year
Compensation will be determined by a number of factors including educational background and experience.
About Veris Veris is an investment advisory firm that applies sustainable and impact investing expertise across public and private markets to help families and mission‑driven organizations meet their financial objectives and goals for social and environmental impact. A majority‑women‑led firm, Veris has been helping investors align their financial assets with their values and vision for the future since 2007.
Equal Opportunity Employer Veris provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, genetics, or veteran status. In addition to federal law requirements, Veris Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment at its location.
We are proud to be an equal opportunity employer.
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As a Client Services Assistant - Wealth Management, you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding, account operations, and ongoing service needs. Working closely with internal teams and custodians, you’ll prepare client materials, maintain accurate account data, and ensure smooth execution of client requests. This position offers the opportunity to deepen your knowledge of impact investing, strengthen your operational expertise, and contribute directly to an exceptional client experience.
What You’ll Do
Prepare materials for client calls and meetings, including account reviews and presentations for prospective clients
Process client account forms and manage meeting follow-up tasks
Provide back-office support for client requests, including reports, wires, check processing, journals, and tax document assistance
Coordinate with service providers to ensure timely and accurate completion of requests
Maintain accurate and up-to-date CRM records, client files, and meeting schedules
Support the preparation and processing of Veris paperwork for new client relationships, custodian forms for new accounts, asset transfers, and performance reporting setup
Update asset allocation spreadsheets and monitor ongoing transactions and performance across client accounts
Complete financial transactions (fund transfers, cashiering, etc.) after 3–6 months in the role and with Managing Director approval
Assist with administrative functions including daily mail processing, filing, and general office support
Provide back-up inbound call support, screen phone calls, and route client needs appropriately
What You’ll Need to Succeed
Certification or degree in Finance, Wealth Management, Financial Planning, or a related field (preferred)
1+ years of experience in a bank, brokerage, financial institution, or within a Wealth Management/Investment Advisory firm (preferred)
1+ years of experience in Sustainable, Responsible, or Impact Investing (preferred)
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Excellent organizational, communication, and writing skills
Ability to manage multiple priorities in a dynamic, fast‑paced environment
Basic knowledge of investment account types and terminology (preferred)
Interest in values‑aligned, sustainable, responsible, and impact investing (preferred)
Strong client service mindset and collaborative work style
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
Compensation Salary range between $62,000 - $72,000 per year
Compensation will be determined by a number of factors including educational background and experience.
About Veris Veris is an investment advisory firm that applies sustainable and impact investing expertise across public and private markets to help families and mission‑driven organizations meet their financial objectives and goals for social and environmental impact. A majority‑women‑led firm, Veris has been helping investors align their financial assets with their values and vision for the future since 2007.
Equal Opportunity Employer Veris provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, genetics, or veteran status. In addition to federal law requirements, Veris Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment at its location.
We are proud to be an equal opportunity employer.
#J-18808-Ljbffr