Client Service Manager

Moneta•Denver, CO

21h•$65,000 - $75,000

About The Position

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 team’s 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.

Requirements

Bachelor's degree in finance, personal financial planning, accounting, or a related field
2-3 years of work experience
Must be authorized to work in the United States
This is a non-exempt full-time, salary position

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.

Benefits

Compensation range $65,000 to $75,000 depending on experience
Annual discretionary team bonus averaging 5% of annual base salary
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid Holidays
Paid Time Off
Paid Pregnancy and Parental Leave
Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
Professional Development Reimbursement
Paid Volunteer Time Off
Employee Referral Incentive Program
Onsite Wellness Programs & Rewards
Employee Assistance Program (EAP)
Employee Engagement Activities