Client Service Manager

Overview

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.

• 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.
• Assist 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.

• Bachelor's degree in finance, personal financial planning, accounting, or a related field
• 2 or more years of work experience required
• Wealth management or public accounting experience preferred
• Must be authorized to work in the United States

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

• This is a full-time, exempt, salary position
• Salary range $80,000 – $90,000 based on experience
• 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.