Customer Care Representative

Veris Wealth Partners is looking for a customer service representative to join our team in our location is at, 17 State St., Ste 2450 New York, NY 10004. This person will drive customer satisfaction by fielding inquiries, addressing pain points and maintaining extensive product knowledge.

The ideal candidate has a customer-first mindset and aims to deliver high-quality service in every customer interaction.

Responsibilities:

• Manage inbound customer communications - Answer incoming calls and emails to address customer questions, requests and issues.
• Consult on customer success - Advise customers on how to successfully leverage the product/service based on their unique needs.
• Maintain working product knowledge - Act as a product expert to ensure information given to customers is accurate, up-to-date and strategic.
• Track interactions in CRM - Record customers interactions in internal system for cross-functional awareness and relationship development.

Requirements:

• Bachelor’s degree or equivalent
• 1-2 years proven experience in supporting client success
• Excellent written and verbal communication skills
• Ability to address complaints and issues with effective solutions and a positive attitude
• Passion for delighting customers with above and beyond service
• Excellent time-management and prioritization skills
• Familiarity with CRM system

Benefits: Health, Dental, Life and AD&D Insurance, Employee Wellness and 401k plans. Paid Time Off and Holidays with Generous Company Discounts Working hours are flexible.

About Veris Wealth Partners:

Align Your Financial Assets With Your Values. 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 & goals for social and environmental impact. A majority-women-led wealth management firm and OCIO for endowments and foundations, Veris has been helping investors align their financial assets with their values and vision for the future since 2007.

organization dedicated to provide the strategies to help you realize your financial goals and your vision for having positive impact with your wealth. We offer a full-range of investment and wealth management services. We coordinate with your professional advisors to ensure the smooth execution of your wealth management plan.

Our employees enjoy a work culture that promotes

We know impact investing is more than capital allocation. It’s about your passion and vision for making the world a better place with your wealth. We’re as enthusiastic as you are about your future because we’re also committed to building a brighter future.

Veris Wealth Partners benefits include [list all non-compensation benefits like health care, paid time off, retirement savings and professional development.

Employees can also take advantage of list any “above and beyond” offerings like casual dress code, free parking, corporate discounts, and gym memberships.

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