Client Service Analyst

Oakland, CA - USA

Yearly Salary: USD 62000 - 72000

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Client Service Analyst
Location: Oakland California

Schedule: 8:30 a.m. 5:00 p.m.

As a Client Service Analyst you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding account operations and ongoing service needs. Working closely with internal teams and custodians youll prepare client materials maintain accurate account data and ensure smooth execution of client requests. This position offers the opportunity to deepen your knowledge of impact investing strengthen your operational expertise and contribute directly to an exceptional client experience.

What Youll Do

Prepare materials for client calls and meetings including account reviews and presentations for prospective clients
Process client account forms and manage meeting follow-up tasks.
Provide back-office support for client requests including reports wires check processing journals and tax document assistance.
Coordinate with service providers to ensure timely and accurate completion of requests.
Maintain accurate and up-to-date CRM records client files and meeting schedules.
Support the preparation and processing of Veris paperwork for new client relationships custodian forms for new accounts asset transfers and performance reporting setup.
Update asset allocation spreadsheets and monitor ongoing transactions and performance across client accounts.
Complete financial transactions (fund transfers cashiering etc.) after 36 months in the role and with Managing Director approval.
Assist with administrative functions including daily mail processing filing and general office support.
Provide back-up inbound call support screen phone calls and route client needs appropriately.

What Youll Need to Succeed

Certification or degree in Finance Wealth Management Financial Planning or a related field (preferred).
1 years of experience in a bank brokerage financial institution or within a Wealth Management/Investment Advisory firm (preferred).
1 years of experience in Sustainable Responsible or Impact Investing (preferred)
Proficiency in Microsoft Office Suite (Word Excel Outlook PowerPoint).
Excellent organizational communication and writing skills.
Ability to manage multiple priorities in a dynamic fast-paced environment.
Basic knowledge of investment account types and terminology (preferred).
Interest in values-aligned sustainable responsible and impact investing (preferred).
Strong client service mindset and collaborative work style.

What Veris Offers You

Comprehensive health dental and vision coverage with 100% employer premium 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

Please note that these are just some potential examples and the specific benefits and perks offered may vary based on the position and location.

Compensation:
Salary range between $62000 -$72000 per year

Compensation will be determined by a number of factors including educational background and experience.

About Veris

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. A majority women-led firm Veris has been helping investors align their financial assets with their values and vision for the future since 2007.

Please note: We are not accepting phone inquiries regarding the status of applications. Only qualified candidates will be contacted. Additionally we are not working with agencies or third-party recruiters at this time. Thank you for your understanding.

Equal Opportunity Employer

Veris provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion gender gender identity or expression sexual orientation national origin age disability genetics or veteran addition to federal law requirements Veris Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment at its location.

We are proud to be an equal opportunity employer.

Required Experience:

Junior IC

Position: Client Service AnalystLocation: Oakland CaliforniaSchedule: 8:30 a.m. 5:00 p.m.As a Client Service Analyst you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding account operations and ongoing service needs. Working clos...

Position: Client Service Analyst
Location: Oakland California

Schedule: 8:30 a.m. 5:00 p.m.

What Youll Do

Prepare materials for client calls and meetings including account reviews and presentations for prospective clients
Process client account forms and manage meeting follow-up tasks.
Provide back-office support for client requests including reports wires check processing journals and tax document assistance.
Coordinate with service providers to ensure timely and accurate completion of requests.
Maintain accurate and up-to-date CRM records client files and meeting schedules.
Support the preparation and processing of Veris paperwork for new client relationships custodian forms for new accounts asset transfers and performance reporting setup.
Update asset allocation spreadsheets and monitor ongoing transactions and performance across client accounts.
Complete financial transactions (fund transfers cashiering etc.) after 36 months in the role and with Managing Director approval.
Assist with administrative functions including daily mail processing filing and general office support.
Provide back-up inbound call support screen phone calls and route client needs appropriately.

What Youll Need to Succeed

Certification or degree in Finance Wealth Management Financial Planning or a related field (preferred).
1 years of experience in a bank brokerage financial institution or within a Wealth Management/Investment Advisory firm (preferred).
1 years of experience in Sustainable Responsible or Impact Investing (preferred)
Proficiency in Microsoft Office Suite (Word Excel Outlook PowerPoint).
Excellent organizational communication and writing skills.
Ability to manage multiple priorities in a dynamic fast-paced environment.
Basic knowledge of investment account types and terminology (preferred).
Interest in values-aligned sustainable responsible and impact investing (preferred).
Strong client service mindset and collaborative work style.

What Veris Offers You

Comprehensive health dental and vision coverage with 100% employer premium 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