Apply on Employer Site

Moneta · 19 hours ago

Client Service Manager

200 Columbine St, Denver, CO 80206, USA

Full-time

Onsite

Entry, Mid Level

$65K/yr - $75K/yr

2+ years exp

Moneta is an independent Registered Investment Advisor focused on providing exceptional service to clients. The Client Service Manager role involves developing relationships with clients, supporting Advisors, and ensuring compliance with financial processes to meet client needs.

BankingConsultingFinancial Services

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

Qualification

Client relationship managementFinancial advisory servicesFinancial Custodial SystemsBachelor's degree in financeProfessional development

Required

Bachelor's degree in finance, personal financial planning, accounting, or a related field

2-3 years of work experience

Must be authorized to work in the United States

This is a non-exempt full-time, salary position

Benefits

Annual discretionary team bonus averaging 5% of annual base salary

401k Match – 50% of employee contributions up to 6% of compensation

Discretionary annual profit-sharing bonus

Paid Holidays

Paid Time Off

Paid Pregnancy and Parental Leave

Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance

Professional Development Reimbursement

Paid Volunteer Time Off

Employee Referral Incentive Program

Onsite Wellness Programs & Rewards

Employee Assistance Program (EAP)

Employee Engagement Activities

Company

Moneta

Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer.

Founded in 1869

St Louis, Missouri, USA

501-1000 employees