Client Service Manager

Moneta

Client Service Manager

Worcester, MA +2 locations
Full Time
Paid
  • Responsibilities

    Job Description

    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.

    Essential 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.
  • Qualifications

    Qualifications

    • 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

    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:

    • Compensation range of $65,000 - $85,000
    • 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

    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.

  • Locations
    Colorado Springs, CO • Worcester, MA • Clayton, MO