Monetary Metals & Co. · 1 week ago
Client Relations Associate
United States
Full-time
Remote
Entry, Mid Level
2+ years expMonetary Metals & Co. is seeking a Client Relations Associate to support their clients throughout the account lifecycle. The role focuses on providing exceptional service, managing client inquiries, and collaborating with internal teams to ensure a seamless client experience.
Asset ManagementFinancial ServicesHedge FundsPrecious MetalsWealth Management
Responsibilities
Support clients through the onboarding and funding process, ensuring a smooth and professional experience
Manage client inquiries, account updates, and service requests efficiently and accurately
Collaborate with internal teams to ensure timely processing of account-related transactions and documentation
Maintain accurate and organized client records across internal systems
Proactively contribute to improving client service workflows and operational efficiency
Assist new clients in completing account applications, compliance documentation, and funding requirements
Guide clients through the funding process, including coordination of wire transfers and physical metal shipments
Maintain and update client information in CRM and other internal systems to ensure data accuracy
Facilitate account changes, withdrawals, and other service requests while maintaining compliance standards
Respond promptly and professionally to client inquiries via phone, email, and other communication channels
Collaborate with Relationship Managers to provide updates and information to clients during onboarding and post-funding stages
Troubleshoot client issues and ensure timely resolution in coordination with internal teams
Deliver high-quality service that reflects Monetary Metals’ standards of professionalism and excellence
Work with Accounting and Operations to ensure accurate processing of client transactions
Monitor and report on onboarding progress to the Client Relations Manager and Relationship team
Assist in maintaining compliance with AML/KYC requirements and internal controls
Support internal documentation and reporting related to client activity and performance metrics
Qualification
Required
Bachelor's degree in Business, Finance, Communications, or a related field preferred
2–4 years of experience in client service, financial operations, or relationship management
Strong communication and interpersonal skills, with a client-centric mindset
Highly organized with strong attention to detail and accuracy
Proficient in Microsoft Office Suite (Excel, Word, Outlook) and CRM platforms
Ability to manage multiple priorities in a fast-paced, team-oriented environment
Commitment to maintaining confidentiality and professionalism in all client interactions
Benefits
Stock option eligibility
Comprehensive healthcare benefits
401(k) plan with employer contribution
Flexible paid time off (PTO)
Company
Monetary Metals & Co.
Monetary Metals® is a different kind of gold company. Others buy or sell gold.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$14.91MKey Investors
Jim Brown
2024-06-10Series Unknown· $5.58M
2023-08-08Undisclosed· $0.29M
2022-05-05Angel· $4.5M
Leadership Team
Hiren Chandaria
Managing Director – Middle East & Asia (Operations)
Recent News
streetwisereports.com
2026-01-22
2026-01-01
Company data provided by crunchbase