Client Service Manager

Job Summary

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.

Essential Responsibilities

• 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.
• Affords to 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.

Qualifications

• Bachelor's degree in finance, personal financial planning, accounting, or a related field preferred
• 2-3 years of work experience preferred
• Must be authorized to work in the United States

Additional Information

• 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, 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.