CAREERS
Client Service Professional
Founded in 2014, Verger was established with endowment DNA. With a strong track record and a commitment to serving endowment and foundation clients, we have grown to $2.9 billion in assets under management. As we continue to expand, we are seeking to grow our team of dedicated professionals.
Since inception, Verger has been committed to building an inclusive culture that encourages diversity of thought and respect for the needs of our clients and community. Our team is comprised of experienced and dedicated individuals who are driven by the opportunity to grow and shape the future of the firm. Our mission is to “invest in the lives of others” and we do that through hard work and a sense of community among our team and our clients. In addition to a strong culture, Verger also offers its employees competitive compensation plans, generous PTO and work-life harmony, medical/dental/retirement, professional development and educational opportunities, and the opportunity to earn equity interest in the firm.
Verger is seeking a dynamic client service professional to join the client relations team of the firm. Reporting to the Client Service Managing Director, this role will be responsible for executing and enhancing the firm’s client service model, with a focus on driving client satisfaction, retention, and growth across both established and new relationships. Key responsibilities include supporting the client relations team in cultivating and managing client relationships within a diverse community, as well as performing operational tasks related to reporting, communications, requests for proposals, relationship management, and legal and compliance.
Essential Functions:
- Oversees and optimizes internal processes and systems related to client reporting and contact management and ensures that procedures and systems are effective in facilitating regular and meaningful communication across the organization.
- Collaborates in the development of materials for requests for proposals, prospective client meetings, and board meetings, ensuring effective communication of the firm’s investment strategy; develops high-quality client collateral by leveraging research on market and competitor trends to continuously improve the client service model.
- Manages the tracking and maintenance of critical client data used for legal and compliance reporting, liquidity analysis, and operational decision-making.
- Supports the client on-boarding process, including legal document review, governance analysis, and the ability to effectively engage with a diverse client base on the firm’s offering, investment strategy, and service model.
- Participates in client relations events and meetings, including client meetings, pitch presentations, board meetings, and conferences; contributes to event planning, collaborates on developing agenda topics, communication strategies, and the preparation of meeting materials.
- Self-motivated with exceptional project management skills, adept at prioritizing workflow and effectively managing resources.
- Strong verbal and written communication skills, with the ability to engage and influence stakeholders at all levels, both internally and externally.
- Demonstrates a high level of integrity, a proactive entrepreneurial mindset, and the ability to work independently as well as within a dynamic team environment.
- Proven critical thinking skills, with the ability to solve complex problems by integrating multiple data points and feedback, and a willingness to take ownership of outcomes.
- High technical acumen, focused on client satisfaction and client service best practices; experience in institutional asset management is preferred.
- Successful track record in a client service or related role, exemplifying key competencies aligned with the firm’s values.
- Strong preference will be given to candidates willing to reside in the Winston-Salem area.
Verger is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. We value our employees for their unique talents and abilities and embrace and encourage our employee’s differences in backgrounds, experiences, race, color, religious creed, sex, national origin, ancestry, citizenship status, family or marital status, physical, mental and/or intellectual abilities, age, military or veteran status, registered domestic partner or civil union status, gender and gender identity, sexual orientation, political affiliation, and socio-economic status. All employees are valued for their individual differences and the unique contributions that help us achieve our business goals.