Retirement Plan Client Service Manager

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.

This role primarily involves supporting Advisors and Partners by managing and facilitating operations and communications within the team and with clients and external stakeholders. The individual in this position plays a critical role in ensuring smooth daily operations, effective client relations, and compliance with established procedures and standards. They coordinate tasks, manage client data, and contribute to meeting preparations and documentation, all while maintaining strong relationships with clients, service providers, and financial institutions.

This role is pivotal in enhancing team efficiency and client satisfaction. Moneta provides the opportunity for long-term career growth and professional development opportunities.

• Assists Advisors and Partners in daily operations and has a comprehensive understanding of team processes and procedures
• Acts as a liaison between the team Advisors and Partners, financial institutions, and service providers
• Develops a basic understanding of qualified retirement plans including 401(k), Profit Sharing programs, etc.
• Develop an established rapport with all assigned clients as a trusted liaison between the client and their Advisor and/or Partner
• Works directly with third-party Custodians and Advisors to meet critical project and industry deadlines
• Seeks ongoing industry knowledge through internal classes provided in MonetaU, and relevant designations and licenses
• Regularly communicates with clients, plan participants, TPAs, and recordkeepers
• Answers participant calls and coordinates additional assistance with advisors as needed
• Prepares client reviews, investment allocation summaries, meeting agendas, executive summaries, and investment performance reports
• Coordinates scheduling of client reviews, employee education, and internal team meetings
• Organizes and assists in executing action items following client reviews with the Advisors
• Coordinates with various other team members and departments to ensure proper data entry and flow through various reporting systems
• Assists in the preparation of client engagement agreements, Investment Policy Statements, vendor agreements, fee invoices, etc.
• Assists Advisor with new client onboarding processes, documentation, and meetings

• Bachelor’s Degree preferred with an emphasis in Accounting, Business or Finance field
• Minimum of five years of relevant work experience
• Proficient in Microsoft Office Applications, with advanced expertise in Excel and PowerPoint a plus
• Knowledge of Financial Custodial Systems is a plus (e.g., Schwab, Fidelity, etc.)
• Must be authorized to work in the United States
• Ability to come into the office on a regular weekly basis (this position is not remote)

• This is a full-time, exempt, salary position reporting to the Senior Retirement Plan Advisor
• 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.