Client Services Assistant - Wealth Management

Position:
Client Services Assistant - Wealth Management

Location:

Oakland, California

Schedule:

8:30 a.m. – 5:00 p.m.

As a Client Services Assistant - Wealth Management, 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, you’ll 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.

• 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 3–6 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

• 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

• 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

Salary range between $62,000 - $72,000 per year

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

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.

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 status. In 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.