Versant Capital Management, Inc. · 20 hours ago
Client Service Associate
Phoenix, AZ
Full-time
Onsite
Entry, Mid Level
2+ years expVersant Capital Management, Inc. is a multi-family office dedicated to serving high-net-worth individuals and families with a holistic approach to wealth management. They are seeking a Client Service Associate to provide essential support to their wealth advisors and operations team, ensuring a seamless client experience from onboarding through ongoing service.
Financial Services
Responsibilities
Serve as the first point of contact for high-net-worth and ultra-high-net-worth clients, providing timely, professional, and personalized responses and service
Coordinate with wealth advisors and associates to prepare meeting materials, investment reports, financial statements, and follow-up summaries provided to clients
Support ongoing client activities, including document uploads, tax reporting coordination, beneficiary changes, gifting, and year-end tasks
Facilitate communication between clients and internal teams to make sure deadlines are met and expectations are exceeded
Understand the family dynamics and communication preferences of each client household
Prepare, review, and submit account applications, transfers, distributions, and other custodial paperwork
Manage client onboarding workflows, gather documentation, coordinate signatures, set up client portals, and ensure internal systems are updated
Maintain accurate client records across CRM, reporting systems, and custodian platforms
Process daily operational items such as check deposits, ACAT transfers, journals, RMDs, margin requests, contributions, and distributions
Assist with quarterly reporting processes, including data validation and quality checks
Qualification
Required
Bachelor's degree or equivalent experience in finance, business, or related field
2+ years of experience in a client service or operations role within a financial services or RIA (registered investment advisory) environment
Strong organizational skills and attention to detail
Excellent written and verbal communication skills
Ability to manage multiple priorities in a fast-paced, team-oriented environment
Preferred
Proficiency with Microsoft Office Suite; experience with CRM systems, performance reporting systems, and custodial platforms preferred
Benefits
Discretionary bonuses and incentive compensation
Generous PTO and paid sick time
Paid holidays
Paid health, dental, and vision insurance
Paid short- and long-term disability insurance
Paid parental leave
401(k) and profit sharing
Tuition reimbursement for professional development
Matching gift charitable donation program
Team retreats, professional events, and firm-sponsored outings
Company
Versant Capital Management, Inc.
Offices in Dallas and Phoenix serving clients nationwide. Connecting all facets of your financial life to reach your goals can be complex.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Elizabeth Shabaker, CFP®, CDC®
Chief Executive Officer
Royce Ramey, CFA
Owner & Co-Chief Executive Officer
Company data provided by crunchbase