New Level Resources
The Client Services Associate at Veris Wealth Management supports impact investment advisory services by assisting with client onboarding, account operations, and service needs. The role involves working with internal teams and custodians, preparing client materials, maintaining account data, and ensuring smooth client request execution, all while contributing to an exceptional client experience.
Headquarters
Camarillo, California, United States
Company Size
1-10 employees
Founded
2006
New Level Resources is a human resources consulting and recruiting firm that provides outsourced HR support, talent acquisition, and related workforce services to organizations. Its services appear to include HR consulting, executive search/recruiting, and organizational support for employers.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for New Level Resources.
49% above the average for this role