Job Description

The Client Services Manager will be responsible for maintaining existing business with current clients and families, grow business relationships with current clients and assist in bringing new clients on board. The Client Services Manager will help our patients and families to better understand the full potential of our products and act as liaison between the client and customer service. In addition, they will also be responsible for collaborating with different work groups and departments to improve client support programs and enhance client satisfaction.

Duties and Responsibilities

• Provide regular updates to clients on the progress of customer service projects that directly affect each client
• Develop open and effective channels of communication with each client that can be employed by other departments as well
• Become the reliable point of contact for each customer that is required to establish a strong business relationship
• Maintain close relationships with families of the patients by providing constant communication over the phone, as well as face-to-face contact.
• Accompany the Clinical Case Manager during re-certifications visits and hospital discharges, delivering necessary supplies to nurses, and occasionally providing small meals or coffee to the patient’s family to build rapport.
• Assists management by maintaining an extensive knowledge of the operations of the nurses in the field.
• Communicates all information regarding expectations and scheduling to various families.
• Continuing to recruit new nurses who can provide skilled care and attention to an existing case.
• Performs other duties as assigned to effectuate business goals
• Supports and executes the mission, ethics, and goals of the company effectively.
• Represents themselves in a positive and professional manner in the company and community.
• Adheres to dress code with a clean and neat professional appearance.
• Reports on time and as scheduled in order to complete work within designated time.
• Adhere to all company policies and procedures outlined in Employee Handbook, Employee Agreement, or communicated from executive team.

Qualifications

• Bachelor’s degree in finance, business, or related field preferred
• 2-3 years of work experience preferred
• Must be authorized to work in the United States

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:

• 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

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.