Client Service Manager

Moneta Group•Chicago, IL

36d•$60,000 - $80,000

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 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

Compensation range of approximately $60,000 - $80,000 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