Moneta · 13 hours ago
Client Service Administrator
190 Carondelet Plaza, Clayton, MO 63105, USA
Full-time
Onsite
New Grad, Entry LevelMoneta is an independent Registered Investment Advisor focused on providing exceptional service to clients. The Client Service Administrator supports client team operations by assisting with various tasks and projects, enhancing processes, and improving the overall client experience.
BankingConsultingFinancial Services
Responsibilities
Support Client Service Managers and Advisors with administrative preparation for client review meetings
Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement
Assist in coordinating client paperwork such as new account forms, statements, signature forms, and reports
Support daily office operations including scheduling meetings, managing mail, client file organization, and maintaining supply orders
Provide marketing and branding assistance as needed
Coordinate client and team events
Qualification
Required
Must be available to work fully on-site
Must be authorized to work in the United States
Preferred
College degree preferred
Familiarity with Microsoft Office products preferred
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.
Founded in 1869
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