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.
As a Client Services Assistant, you will support client onboarding, account operations, and ongoing service needs, preparing client materials, maintaining accurate account data, and ensuring smooth execution of client requests.
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.
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