Senior Client Service Manager

Essential Responsibilities

• Affords Advisors and Partner in daily operations and has a comprehensive understanding of team processes and procedures
• Acts as a mentor and provides guidance and training to new and additional client service manager team members
• Acts as a liaison between the team Advisors and Partner and other team client service managers
• Has an understanding of complex estate, tax planning, insurance needs, and investment-planning knowledge
• Demonstrates knowledge consistent with preparation of Financial Action Plans and recommendations for a client’s financial situation
• Implements Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.)
• Captures and maintains systems data and client files
• Verifies client account cash balances, generates and reviews monthly available cash report
• Facilitates and tracks the onboarding process of new clients to Moneta systems and processes; ensures proper completion of all paperwork
• Works directly with third-party Custodians and Advisors to meet critical deadlines and industry cut-off times

Qualifications

• Bachelor's degree, preferably in accounting or finance
• Three or more years of relevant experience
• Proficient in Microsoft Applications

Additional Information

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:

• 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 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.