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, this position requires direct communication with clients as part of the team structure.

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

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:

• Comprehensive benefits package including medical, dental, short-term and long-term disability, AD&D insurance, and basic life insurance
• Employer-paid 401(k) match 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