Senior Client Service Representative

Verity Investment Partners (VIP) seeks a driven, client-focused, and detail-oriented individual to fill this critical role within the organization. The Senior CSR will serve as a primary point of contact for high-net-worth clients, as well as provide dedicated client service support to VIP’s internal family office. This role is central to delivering a high-touch, white-glove experience to clients, ensuring exceptional service across investment, planning, and administrative needs. The ideal candidate thrives in a collaborative, detail-oriented environment and is passionate about helping families preserve and grow their wealth across generations.

This is a hands-on role that requires a proactive approach to client servicing, operational duties, and administrative tasks. A strong investment acumen, client-first attitude, and experience working with UHNW clients and family offices are essential, supported by relevant academic achievements and/or work experience.

Primary Responsibilities

Client Servicing and Relationship Management:

Serve as the primary point of contact for wealth management clients, and VIP’s internal family office, addressing service-related inquiries such as cash needs, account restrictions, and gathering tax preparation information.

Manage the onboarding process for new VIP clients, including gathering information, inputting data into Redtail CRM, communicating expectations to clients, and completing new account setup.

Provide tailored client service support to VIP’s internal family office, ensuring the unique needs of UHNW individuals are met with precision and care.

Build and maintain strong relationships with clients and family office stakeholders, fostering long-term partnerships and trust.

Proactively identify opportunities to enhance client satisfaction and engagement.

Operational Excellence:

Oversee the accuracy and timeliness of client account processes, ensuring compliance with internal and external standards.

Manage and maintain CRM systems (Redtail) and portfolio management software (Orion) to streamline operations and improve efficiency.

Collaborate with internal teams to ensure seamless execution of client-related tasks and initiatives, with a focus on the specialized needs of UHNW clients and the internal family office. D

evelop and maintain marketing materials, quarterly templates, and website content to ensure alignment with business growth initiatives.C

ollaborate with the leadership team to identify and pursue opportunities for expanding VIP’s wealth management business.Q

ualificationsR

equired:3

-5+ years of relevant financial services industry experience, with a focus on client servicing, relationship management, and working with UHNW clients and family offices.S

trong knowledge of investment, estate, and financial planning concepts C

lient-first attitude, professional demeanor, personal integrity, and an understanding of fiduciary responsibility. H

igh emotional intelligence, discretion, and professionalism in working with sophisticated clientele.E

xceptional organizational skills and attention to detail; ability to manage multiple priorities.P

roficiency with industry technology platforms and Microsoft Word, Excel, PowerPoint, and Outlook.E

xcellent written and oral communication skills. A

bility to work in office in Bluffton, SC 9pm-5pm, Monday through Friday.S

alary and Benefits C

ompetitive pay and benefits based on industry standards. Salary will be dependent on relevant academic and work experience.B

onus and incentive compensation eligible. H

ealth benefits offered, including medical, dental, vision, life, long-term, and short-term disability. A

dditional benefits include a 401(k)/profit-sharing plan, paid holidays and vacation. P

artial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities, as determined by management each year. A

bout Verity Investment Partners V

erity Investment Partners is a boutique investment advisory firm serving individual investors and their families. 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 principal intact to grow long-term. We believe this combination of growing income and growing value enables clients to live their lives and pursue their dreams with confidence and peace of mind. A

pplication Instructions W

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