Client Service Manager - Family Office

MONETA is an 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, demonstrating our ability to evolve to meet the needs of those we serve.

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 flowplanningand 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 asretirement accounts and benefits, investment products, income tax planning, estateplanningand 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

• Bachelor's degree in Finance, Business, or related field preferred
• One or more year of relevant experience
• Proficient in Microsoft Office applications

• This is a full-time, 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.