Client Service Manager - Family Office

Moneta Group Investment Advisors LLC•St. Louis, MO

3d•Onsite

About The Position

MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve. Job Summary The Family Office Client Service Manager supports Advisors and Partners in the delivery of comprehensive financial services to team clients. The position encompasses in-depth work and analysis in the areas of investments, retirement planning, cash flow management, tax planning, estate planning and charitable giving. In addition, Client Service Managers communicate and work directly with clients as part of the team structure. The role is suitable for an individual that is organized, detail-oriented, personable, has strong communication skills and the ability to manage multiple projects.

Requirements

Bachelor's degree in Finance, Business, or related field preferred
One or more year of relevant experience
Proficient in Microsoft Office applications

Responsibilities

Manage and contribute to preparation of client review materials such as investment reports, executive summaries, performance analysis, cash flow planning and charitable summaries
Establish rapport with clients as a trusted liaison between the client and Advisor and/or Partner
Present specific topics in client review meetings
Research and analyze unique situations such as retirement accounts and benefits, investment products, income tax planning, estate planning and risk management options
Analyze investment portfolios and complete investment recommendations
Create financial projections
Implement investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.)
Monitor client account cash balances and review monthly cash report
Manage new account application and transfer process
Work directly with third-party professionals such as custodians, investment managers, accountants, and attorneys on behalf of clients

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
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