Client Service Administrator

Moneta Group Investment Advisors LLC•Denver, CO

2d•Onsite

About The Position

The Client Service Administrator supports client team operations by assisting team members with tasks and projects, improving processes, identifying efficiencies, and taking initiative. The role supports Client Service Managers and Advisors with client service and administrative work and is described as a foundation for a future career at Moneta. The position is full-time, non-exempt, and fully on-site.

Requirements

Must be available to work fully on-site.
Must be authorized to work in the United States.

Nice To Haves

College degree preferred.
Familiarity with Microsoft Office products preferred.

Responsibilities

Support Client Service Managers and Advisors with administrative preparation for client review meetings.
Improve the client experience by incorporating process and workflow efficiencies and monitoring for areas of improvement.
Assist with client paperwork, including new account forms, statements, signature forms, and reports.
Support daily office operations, including scheduling meetings, managing mail, organizing client files, and maintaining supply orders.
Manage bill payments, prepare month-end expense reports, and track financial transactions, including distributions and credit postings.
Coordinate client travel arrangements, including preparing itineraries, researching flights, and arranging special accommodations.
Maintain client calendars, schedule appointments, and coordinate household maintenance services.
Process payroll, create invoices, and manage vendor reporting and documentation.
Handle customs forms, property management reports, and banking correspondence as needed.
Support special projects, including property renovations and client-specific initiatives.
Provide marketing and branding assistance as needed.
Coordinate client and team events.

Benefits

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
401(k) 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 and rewards
Employee engagement activities