Client Service Manager - Family Office

Job Summary

The Family Office Client Service Manager supports Advisors and Partners in delivering comprehensive financial services to team clients. The role involves in-depth work and analysis in investments, retirement planning, cash flow management, tax planning, estate planning, and charitable giving. Additionally, the position requires direct communication with clients.

Essential Responsibilities

• 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 (e.g., Schwab, Fidelity, etc.)
• Maintain client account cash balances and review monthly cash reports
• Manage new account application and transfer processes
• Work directly with third-party professionals such as custodians, investment managers, accountants, and attorneys on behalf of clients

Qualifications

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

Additional Information

• 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
• 401(k) 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’s Commitment

• Comprehensive benefits that enhance the well-being of employees and their families

Moneta’s Business Model

• Independent Registered Investment Advisor (RIA) focused on serving clients globally
• Partner-led teams empowered to serve clients in the best interest
• Independence from stakeholders or parent companies
• Nearly 150-year history of evolving to meet client needs