Moneta · 21 hours ago
Client Support Specialist
5251 DTC Pkwy, Greenwood Village, CO 80111, USA
Full-time
Onsite
Entry Level
$50K/yr - $60K/yr
1+ years expMoneta is an independent Registered Investment Advisor focused on providing exceptional service to clients. The Client Support Specialist will manage custodial processing and monitoring functions, oversee account opening processes, and serve as a liaison between client teams and custodians to resolve account-related issues efficiently.
BankingConsultingFinancial Services
Responsibilities
Maintain and manage daily service requests from internal teams
Oversee account opening process for existing clients, including completing forms, reviewing documentation, resolving discrepancies, and tracking status updates
Serve as liaison between client teams and custodians to resolve account-related issues efficiently; provide proactive communication to impacted teams and leadership
Initiate and monitor the Transfer of Assets (TOA) process; reconcile received assets against client statements and follow up on inconsistencies
Process new account maintenance requests and ensure accuracy of client records
Review and update account opening and maintenance workflows; communicate necessary feedback and enhancement opportunities to leadership
Serve as the liaison between client teams and custodians to resolve account-related issues
Use Salesforce CRM to organize, track, and complete daily tasks efficiently
Communicate updates on custodial requirements, regulatory changes, and process modifications to relevant stakeholders
Promote open, honest, and timely communication across teams
Qualification
Required
B.S. Business, Finance, or related field preferred
One year or more of relevant experience
Proficient in Microsoft Office applications; Salesforce CRM and DocuSign preferred
Authorized to work in the United States
Benefits
Paid holidays
Paid time off (PTO)
Employer cost-shared medical and dental insurance
Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs & rewards
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.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Kittner
CEO & Chairman of the Board
Recent News
2026-01-14
2025-10-01
St. Louis Business Journal
2022-07-20
Company data provided by crunchbase