Client Service Manager
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 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 preferred
- 2-3 years of work experience preferred
- Must be authorized to work in the United States
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
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
