National Client Service Associate

2 weeks ago


Portsmouth, Virginia, United States TRI-COUNTY AMBULANCE SERVICE, INC. Full time
National Client Service Associate

Veris Wealth Partners is a leading impact wealth management firm seeking a highly skilled National Client Service Associate to join our team.

The ideal candidate will be responsible for the daily administration of the firm's private placement accounts, including updating market values and transactions in the performance system.

Key responsibilities include:

  • Assisting in the onboarding of new private placement accounts for Veris clients
  • Communicating with the Client Service Team, Wealth Managers, Partners, and other service providers to ensure efficient day-to-day operations
  • Providing support to all Veris offices

We offer a dynamic and supportive work environment, with opportunities for professional growth and development.

To be considered for this role, please submit your resume and a cover letter outlining your specific interest in this opportunity.



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