Client Service Manager at Moneta

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 teams 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 ResponsibilitiesSupport 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 : Bachelors degree in finance personal financial planning accounting or a related field preferred2-3 years of work experience preferredMust be authorized to work in the United States  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: Compensation range of approximately $60000 - $80000 base starting salary depending on experienceThis is a full-time exempt salary positionPaid holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer-paid short-term disability long-term disability AD&D insurance and basic life insurance401k Match 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee 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. Remote Work : NoEmployment Type : Full-time Key Skills Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients Experience: years Vacancy: 1