Overview
Client Service Associate Jobs in Phoenix, USA at Versant Capital Management, Inc.
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 contribute to a team that values excellence, precision, and genuine client care, we’d love to hear from you.
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Title: Client Service Associate
Company: Versant Capital Management, Inc.
Location: Phoenix, USA
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