Client Service Manager

This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager you will work alongside the teams Advisors and Partners on a wide range of projects focused on clients needs. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.

Essential Responsibilities

• Support Advisors and Partners in daily operations mastering team processes and procedures.
• Build and maintain trusted relationships with clients with complex account needs serving as a key point of contact.
• Assists with the onboarding process of new clients to Moneta systems and processes; ensuring all documentation and processes are complete.
• Serve as the primary point of contact for clients liaising with Advisors/Partners and identifying value-added services.
• Coordinate with centralized operations to implement best practices and enhance service delivery.
• Execute Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab Fidelity etc.) adhering to deadlines and industry requirements.
• Maintain accurate client records process billing transfers and journals and review cash reports.
• Research and resolve complex financial scenarios as they arise.
• Participate in professional development opportunities team meetings and internal training programs.
• Ensure all activities adhere to policy compliance guidelines regulatory requirements and industry standards.
• Perform additional administrative tasks as needed to support team operations.

Qualifications :

• Bachelors degree in finance personal financial planning accounting or a related field preferred
• 2-3 years of work experience preferred
• Must be authorized to work in the United States  

Additional Information :

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families: 

• Compensation range of approximately $60000 - $80000 base starting salary depending on experience
• This is a full-time exempt salary position
• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer-paid short-term disability long-term disability AD&D insurance and basic life insurance
• 401k Match 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.  We also do not allow outside business activities insurance commissions and/or trails. 

Remote Work :

No

Employment Type :

Full-time