Client Service Analyst

New Level Resources•Oakland, CA

6d•$62,000 - $72,000

About The Position

As a Client Service Analyst, you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding, account operations, and ongoing service needs. Working closely with internal teams and custodians, you’ll prepare client materials, maintain accurate account data, and ensure smooth execution of client requests. This position offers the opportunity to deepen your knowledge of impact investing, strengthen your operational expertise, and contribute directly to an exceptional client experience.

Requirements

Certification or degree in Finance, Wealth Management, Financial Planning, or a related field (preferred).
1+ years of experience in a bank, brokerage, financial institution, or within a Wealth Management/Investment Advisory firm (preferred).
1+ years of experience in Sustainable, Responsible, or Impact Investing (preferred)
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Excellent organizational, communication, and writing skills.
Ability to manage multiple priorities in a dynamic, fast-paced environment.
Basic knowledge of investment account types and terminology (preferred).
Interest in values-aligned, sustainable, responsible, and impact investing (preferred).
Strong client service mindset and collaborative work style.

Responsibilities

Prepare materials for client calls and meetings, including account reviews and presentations for prospective clients
Process client account forms and manage meeting follow-up tasks.
Provide back-office support for client requests, including reports, wires, check processing, journals, and tax document assistance.
Coordinate with service providers to ensure timely and accurate completion of requests.
Maintain accurate and up-to-date CRM records, client files, and meeting schedules.
Support the preparation and processing of Veris paperwork for new client relationships, custodian forms for new accounts, asset transfers, and performance reporting setup.
Update asset allocation spreadsheets and monitor ongoing transactions and performance across client accounts.
Complete financial transactions (fund transfers, cashiering, etc.) after 3–6 months in the role and with Managing Director approval.
Assist with administrative functions including daily mail processing, filing, and general office support.
Provide back-up inbound call support, screen phone calls, and route client needs appropriately.

Benefits

Comprehensive health, dental, and vision coverage with 100% employer premium coverage
Flexible Spending Accounts (FSA) traditional and dependent care
100% employer premium coverage on Short Term Disability, Long Term Disability, and Basic Life and Accidental Death & Dismemberment insurance
401(k) retirement plan with employer matching
3 weeks of Paid Time Off
9 days of Sick Leave
11 paid Holidays
Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
Employee Assistance & Employee Discount Programs
Professional development opportunities, including tuition reimbursement and training programs