Family Office Client Service Manager

and the job listing Expires on July 25, 2026

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

The Family Office Client Service Manager supports Advisors and Partners in the delivery of comprehensive financial services to team clients. The position encompasses in-depth work and analysis in the areas of investments, retirement planning, cash flow management, tax planning, estate planning and charitable giving. In addition, Client Service Managers communicate and work directly with clients as part of the team structure.

The role is suitable for an individual that is organized, detail-oriented, personable, has strong communication skills and the ability to manage multiple projects.

Manage and contribute to preparation of client review materials such as investment reports, executive summaries, performance analysis, cash flow planning and charitable summaries

Establish rapport with clients as a trusted liaison between the client and Advisor and/or Partner

Present specific topics in client review meetings

Research and analyze unique situations such as retirement accounts and benefits, investment products, income tax planning, estate planning and risk management options

Analyze investment portfolios and complete investment recommendations

Create financial projections

Implement investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.)

Monitor client account cash balances and review monthly cash report

Manage new account application and transfer process

Work directly with third-party professionals such as custodians, investment managers, accountants, and attorneys on behalf of clients

One or more year of relevant experience

Work experience in a team environment and team-oriented mentality

Proficient in Microsoft Office applications

Experience with portfolio management systems considered a plus

Prior experience in financial services, accounting or law considered a plus

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
• 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.