Client Service Manager

Company DescriptionMONETA is a national independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.For that reason, we've built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, which demonstrates our ability to evolve to meet the needs of those we serve.Job DescriptionMoneta is actively seeking Client Service Managers to join our financial advisory teams. In this role, you will develop and build relationships with our clients through frequent interaction, 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. Qualities that will help you flourish in this role include organization, flexibility, strong communication skills, attention to detail and the ability to manage multiple projects at once. In everything we do, we focus on our clients and their needs to deliver the best possible experience. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management. Essential ResponsibilitiesAssisting Advisors and Partners in daily operations and developing a comprehensive understanding of team processes and proceduresResearching unique and complex situations as they ariseEstablishing a rapport with clients as a trusted liaison between the client and AdvisorsImplementing Advisor investment recommendations via trading through Financial Custodial SystemsCoordinating account transfers and confirm cost basis information for incoming assetsPopulating and maintaining systems data and client filesVerifying client account cash balances, generating and reviewing monthly available cash reportWorking directly with third-party Custodians and Advisors to meet critical deadlines and industry cut-off timesQualificationsBachelor's degree in Finance or a related field2-3 years of work experienceMust be authorized to work in the United States Additional InformationMoneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families: Paid 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 activitiesMoneta 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.