Client Service Manager

Company Description MONETA is a national independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we've built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, which demonstrates our ability to evolve to meet the needs of those we serve. 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. Qualities that will help you flourish in this role include organization, flexibility, strong communication skills, attention to detail and the ability to manage multiple projects at once. In everything we do, we focus on our clients and their needs to deliver the best possible experience. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management. Essential Responsibilities Assisting Advisors and Partners in daily operations and developing a comprehensive understanding of team processes and procedures Researching unique and complex situations as they arise Establishing a rapport with clients as a trusted liaison between the client and Advisors Implementing Advisor investment recommendations via trading through Financial Custodial Systems Coordinating account transfers and confirm cost basis information for incoming assets Populating and maintaining systems data and client files Verifying client account cash balances, generating and reviewing monthly available cash report Working directly with third-party Custodians and Advisors to meet critical deadlines and industry cut-off times Qualifications Bachelor's degree in Finance 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: 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.

Created: 2024-11-05