Are you a detail-oriented professional who thrives in a fast-paced environment, enjoys supporting others, and takes pride in delivering an outstanding client experience? We're looking for a Client Service Associate (CSA) to join our Phoenix office and play a key role in serving our high-net-worth and multi-generational family clients.
This role is ideal for someone who's proactive, organized, and eager to grow within a collaborative, high-performing financial team.
What We Do
Versant is a multi-family office serving high-net-worth individuals and multi-generational families with a holistic approach. Our services go beyond traditional wealth management—we integrate tax planning, estate and legacy planning, liquidity and exit planning, retirement planning, family governance and education, risk management, lifestyle/household concierge services, and more.
What You'll Do
As a Client Service Associate, you'll provide essential support to our wealth advisors and operations team, helping deliver a seamless client experience from onboarding through ongoing service. You'll make sure that every detail, from paperwork and reporting to communication and coordination, reflects Versant's commitment to excellence.
Key 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.
Client Operations & Administrative Support
* 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.
What We're Looking For
You'll thrive in this role if you're a dependable team player with exceptional organizational skills, a strong client-service mindset, and a stickler for detail.
Ideal Candidates Will Have:
* 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.
* Proficiency with Microsoft Office Suite; experience with CRM systems, performance reporting systems, and custodial platforms preferred.
* Ability to manage multiple priorities in a fast-paced, team-oriented environment.
Why Versant
We're more than a multi-family office; we're a team built on integrity, collaboration, and purpose. We empower both our clients and our people through a culture of trust, accountability, and growth.
What You Can Expect
* Competitive salary based on experience and qualifications
* 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
* Matching gift charitable donation program
* Team retreats, professional events, and firm-sponsored outings
This Is More Than a Job. It's a Career with Purpose.
If you're ready to take ownership of financial leadership within a high-performing team, we'd love to hear from you. #J-18808-Ljbffr
This role is ideal for someone who's proactive, organized, and eager to grow within a collaborative, high-performing financial team.
What We Do
Versant is a multi-family office serving high-net-worth individuals and multi-generational families with a holistic approach. Our services go beyond traditional wealth management—we integrate tax planning, estate and legacy planning, liquidity and exit planning, retirement planning, family governance and education, risk management, lifestyle/household concierge services, and more.
What You'll Do
As a Client Service Associate, you'll provide essential support to our wealth advisors and operations team, helping deliver a seamless client experience from onboarding through ongoing service. You'll make sure that every detail, from paperwork and reporting to communication and coordination, reflects Versant's commitment to excellence.
Key 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.
Client Operations & Administrative Support
* 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.
What We're Looking For
You'll thrive in this role if you're a dependable team player with exceptional organizational skills, a strong client-service mindset, and a stickler for detail.
Ideal Candidates Will Have:
* 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.
* Proficiency with Microsoft Office Suite; experience with CRM systems, performance reporting systems, and custodial platforms preferred.
* Ability to manage multiple priorities in a fast-paced, team-oriented environment.
Why Versant
We're more than a multi-family office; we're a team built on integrity, collaboration, and purpose. We empower both our clients and our people through a culture of trust, accountability, and growth.
What You Can Expect
* Competitive salary based on experience and qualifications
* 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
* Matching gift charitable donation program
* Team retreats, professional events, and firm-sponsored outings
This Is More Than a Job. It's a Career with Purpose.
If you're ready to take ownership of financial leadership within a high-performing team, we'd love to hear from you. #J-18808-Ljbffr
Client Service Associate, Phoenix in phoenix at Unknown Company
This position is listed as full time and onsite.