Client Service Manager

Full-Time Job Accounting, Data Analytics, Economics & Finance

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.
• 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.

• 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

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:

• Compensation range of approximately $65,000 – $75,000 base starting salary, depending on experience
• This is a full‑time, non‑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
• Employee referral incentive bonus program
• Onsite wellness programs & rewards

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.