Client Services Assistant
New Level Resources, LLCOakland, California, United States
Posted December 17, 2025
62000 - 72000 USD year
Full Time
About the Company
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.
Job Description
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.
Requirements
- Certification or degree in Finance, Wealth Management, Financial Planning, or a related field
- 1+ years of experience in a bank, brokerage, financial institution, or within a Wealth Management/Investment Advisory firm
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Excellent organizational, communication, and writing skills
Benefits
- Comprehensive health, dental, and vision coverage
- Flexible Spending Accounts (FSA) traditional and dependent care
- 100% employer premium coverage on Short Term Disability, Long Term Disability, and Basic Life and Accidental Death & Dismemberment insurance
- 401(k) retirement plan with employer matching
- 3 weeks of Paid Time Off
- 9 days of Sick Leave
- 11 paid Holidays
- Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
- Employee Assistance & Employee Discount Programs
- Professional development opportunities, including tuition reimbursement and training programs
