Client Service Representative

Verity Investment Partners is looking for a professional, proactive, highly organized and enthusiastic client service representative to play a key role on our growing team. This will be a multi-faceted role that involves partnering with our advisors to handle administrative tasks, freeing up their time to focus on their primary job functions while providing support for new and existing clients. Additionally, this role will manage office administrative duties as the front-line support and may include sales & marketing support, client service, event planning, etc. The position will require someone who is flexible and adaptable to changing demands and priorities while being resourceful and autonomous when taking on new tasks and projects. As the gatekeeper and extension of the Team, the role will be pivotal to the success of our organization.

Duties and Responsibilities Include:

Serve as first line of communication - phone and in person

Liaison with third party vendors for various office functions (phones, copier, shredder, etc)

Manage daily calendars for team members, demonstrating flexibility and problem-solving abilities to adjust or prioritize schedules based on last-minute changes

Arrange and reserve conference rooms, catering, audio/video and other essential services as needed for meetings and conferences

Drive key team activities and events (such as all-hands meetings, team meetings, conferences, ordering supplies and social events)

Daily, weekly, monthly and quarterly report running, formatting and distribution

Prepare professional business communication documents including memos, letters, and emails

Participate in general administrative duties (copying and faxing), distributing mail, ad-hoc projects, committees and/or group events

Manage quarterly statement and client communication requirements

Assist with client paperwork and transactions

Promote a fun and team-oriented work environment

Desired Skills and Experience:

Experience with Microsoft Office Suite (Teams, Outlook, Excel, PowerPoint, Word)

Experience with Client Relationship Management (CRM) software such as RedTail

Excellent written and oral communication skills

Ability to multi task and manage time effectively

Self motivated, confident, detail oriented, and adaptive to change

Willingness to take on additional administrative & operational responsibilities as needed

Prior experience in Financial Services

Financial Planning Qualified Professional, FPQP

Qualifications:

Bachelor's and/or significant relative experience (minimum requirement)

Bachelor's degree in finance or related field (preferred)

This is a full-time position requiring 40 hours per week, Monday through Friday on a traditional time schedule, in person at our Beaufort office location

Compensation and Benefits:

Compensation and benefits are competitive based on industry standards

Bonus and incentive compensation eligible

Benefits including 401(k)/profit sharing plan, paid holidays, vacation and tuition assistance

Health Insurance Program or funded HRA

Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities, if applicable.

We strongly encourage candidates to submit a cover letter with their resume/application. Let us know what's most important to you in your work investment and why you think you would be additive to our team in this role. We are excited to get to know you.

About Verity Investment Partners:

Verity Investment Partners is a boutique investment advisory firm serving individual investors and their families with exceptional and personalized service. We offer a holistic approach to investment management that encompasses financial planning, investment strategy and ongoing portfolio management. We specialize in structuring dividend growth investment solutions designed to deliver targeted levels of annual income and income growth while keeping the principal invested to grow over time. We believe this combination of growing income and growing value enables our clients to live their lives and pursue their dreams with confidence and peace of mind. Visit our website at to learn more about our firm, our core values and how we help our clients.