Veris Wealth Partners is a leading impact wealth management firm. Founded in 2007, Veris serves individuals, families and foundations seeking market performance and social gain by aligning their wealth and their values. Veris delivers comprehensive wealth Management, including investment management, trust and philanthropic strategies, with an emphasis on impact and sustainable investing.
Location: Portsmouth, NH preferred. Open to remote.
The National Client Services Associate (NCSA) will be primarily responsible for the daily administration of the firm’s private placement accounts which includes promissory notes, private debt, venture capital, sustainable timber, and other alternative investment funds. The administration includes updating market values and transactions in the performance system. The NCSA also assists in the onboarding of new private placement accounts for Veris clients, including the completion of new account applications and subscription agreements. The role provides support to all Veris offices and communicates with the Client Service Team, Wealth Managers, Partners, and other service providers to ensure efficient day-to-day operations at the firm and a high level of service to our clients and partners.
Application Instructions
To apply, please submit your resume, and a cover letter outlining your specific interest in this opportunity to Margie@newlevelresources.com with NH Veris / Client Services Associate and your name written in the subject line. Resumes will be reviewed as received.