Veris Career Opportunity: Analyst, Client Service

Veris Career Opportunity: Analyst, Client Service

Location: New York, NY

Full-Time | Non-Exempt

Veris Wealth Partners is seeking an organized, detail-oriented, and client-focused Analyst, Client Service to support its client service team across multiple offices. This role is an excellent opportunity for someone interested in wealth management and sustainable investing who enjoys building relationships, solving problems, and ensuring an exceptional client experience.

Working collaboratively with internal teams, custodians, and other service providers, you will help deliver seamless operational and administrative support to clients while contributing to Veris’ mission of aligning financial assets with social and environmental values.

What You’ll Do

• Deliver exceptional client service: Support client requests for information, account reports, wire transfers, check processing, journals, tax documentation, and other account-related services. Coordinate with service providers to ensure requests are completed accurately and promptly.
• Prepare for client meetings: Develop materials for client calls, account reviews, and prospective client meetings. Assist with meeting scheduling, follow-up activities, and preparation of client account documentation.
• Support new client onboarding: Prepare and process Veris and custodian paperwork to establish new client relationships, open accounts, add account features, transfer assets, and establish performance reporting.
• Maintain accurate client records: Keep client relationship management (CRM) databases and electronic files current and organized. Maintain awareness of team calendars, scheduling preferences, and client service needs.
• Collaborate across teams: Work closely with colleagues, custodians, and other service partners to help ensure accurate, timely, and seamless delivery of Veris’ investment advisory services.

What You’ll Need to Succeed

• At least one year of experience in a bank, brokerage, financial institution, wealth management firm, or investment advisory environment is preferred.
• A college degree or certification in finance, wealth management, financial planning, or a related field is preferred.
• At least one year of experience in sustainable, responsible, or impact investing is preferred.
• A strong client service mindset and the ability to respond professionally to client needs.
• The ability to manage multiple priorities, meet deadlines, and adapt in a dynamic, collaborative environment.
• Basic knowledge of investment account types and financial terminology is preferred.
• An interest in sustainable, responsible, and impact investing.
• Intellectual curiosity, sound judgment, and a willingness to learn new processes and systems.

What Veris Offers You

Veris is committed to supporting its employees with a comprehensive benefits package and opportunities for professional growth.

• Health and Wellness: Comprehensive medical, dental, and vision coverage, with 100% of employee premiums covered by the employer.
• Flexible Spending Accounts: Traditional and dependent care FSAs.
• Insurance Protection: Employer-paid short-term disability, long-term disability, basic life, and accidental death and dismemberment insurance premiums.
• Retirement Savings: A 401(k) retirement plan with employer matching.
• Paid Time Off: Three weeks of paid time off, nine days of sick leave, and 11 paid holidays.
• Additional Paid Leave: Leave options that may include jury duty, volunteer time off, disability, and parental leave.
• Employee Support and Savings: Employee assistance and employee discount programs.
• Professional Development: Opportunities for continued learning, including tuition reimbursement and training programs.

Benefits and perks may vary depending on the position and location.

Compensation

Salary Range: $62,000-$75,000

Compensation will be determined based on several factors, including education, relevant experience, and qualifications.

How to Apply

To apply for this position, please email your resume to careers@veriswp.com.

Please note that we do not accept phone inquiries regarding application status. Only qualified candidates will be contacted. Veris is not working with agencies or third-party recruiters at this time. Thank you for your understanding.

Equal Employment Opportunity

Veris provides equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, or veteran status. In addition to applicable federal requirements, Veris Wealth Partners complies with state and local laws governing nondiscrimination in employment.

We are proud to be an equal opportunity employer.

About Veris

Veris Wealth Partners is a financial advisory firm that has been helping clients align their investments with their values since 2007. Learn more about Veris.