Client Service Associate - Wealth Management
New Level Resources
About this role
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.
Skills
About New Level Resources
newlevelresources.comNew 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.
About New Level Resources
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for New Level Resources.
Salary
$62k – $72k
per year
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