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. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.
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.
- Assists 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