National Client Service Associate
New Level Resources
About this role
The National Client Service Associate at Veris Wealth Partners supports the management of alternative investments, including private placements and CDFIs, by handling various administrative, data management, and client support tasks. The role involves working with multiple systems, preparing reports, and coordinating documentation to ensure efficient and accurate investment processing and client service.
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
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View leadership team, funding history,
and employee contacts for New Level Resources.
Salary
$54k – $64k
per year