Job Description

Moneta is actively seeking Client Service Managers to join our financial advisory teams. In this role, you will develop and build relationships with our clients through frequent interaction, 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

• Build and maintain client relationships, focusing on client retention, manage new client implementation process, coordinate and support client activities with other team members as necessary
• Establish high trust relationship with clients to act as first point of contact and liaise between client and Advisor/Partner, understanding the client’s overall needs and help identify value-added services
• Assist Advisors and Partners in executing on daily operations and develop a comprehensive understanding of team processes and procedures
• Collaborate across centralized operational departments for efficiencies, best practices, and to achieve highest level of service
• Work directly with third-party custodians and vendors, meeting industry cut-off times, and implementing Advisor investment recommendations via trading through Financial Custodial Systems
• Populate and maintain systems data and client files, coordinate billing, journals, transfers, and review monthly cash reports
• Research unique and complex financial situations as they arise
• Attend and participate in learning opportunities through Moneta University, client team meetings, and internal resources provided by Compliance, Talent and Organizational Development, etc.

Qualifications

• Bachelor’s Degree preferred with an emphasis in Accounting or Finance
• Proficient in Microsoft Office Applications
• 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.