Client Transition Specialist
About The Position
The Client Transitions Specialist is responsible for processing new client onboarding estate, and termination requests with Moneta’s designated custodial vendors. This role will encompass the entire onboarding & offboarding processes, ensuring clients are established or delinked appropriately in Moneta’s internals systems and with our custodial vendors. This role will serve as the subject matter experts for custodial processes and workflows, providing guidance for the best client experience. The Client Transitions Specialist will manage the custodial processing and monitoring functions of the client relationship.
Requirements
- Bachelor's degree in business, finance or a related field
- At least 1 year of work experience
- Proficient in Microsoft Office applications, Salesforce CRM and DocuSign preferred
- Must be authorized to work in the United States
Nice To Haves
- Proficient in Microsoft Office applications, Salesforce CRM and DocuSign preferred
Responsibilities
- Serves as the subject matter expert for all Moneta and custodial workflows related to client onboarding and offboarding
- Processes daily requests from client teams for new client onboarding, estate accounts, and terminations, ensuring timely and accurate completion
- Administers the account opening process, including completing applications and supplemental forms, reviewing supporting documentation, resolving discrepancies, tracking account status and providing updates to client teams
- Initiates and monitors the Transfer of Assets (TOA) process for new accounts, auditing incoming assets against statements and resolving inconsistencies
- Ensures compliance with all regulatory requirements, documenting tasks appropriately in Moneta’s internal systems
- Acts as a liaison between client teams and custodians to resolve issues
- Promotes a collaborative team environment through open and timely communication
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
Entry Level
