Senior Client Service Manager

Company Description

MONETAis a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are dedicated to providingquality service to our clients,encompassinginvestment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career. Like thehigh value we place on our client relationships, Monetavalues our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.

Job Description

Moneta is searching for a service-minded Finance professional to join one of our Partner teams as a Senior Client Service Manager. As a Senior Client Service Manager, you will work directly with the team’s Advisor and Partners on a wide spectrum of projects that are focused on the client’s needs. In everything we do we focus on the client and their needs first to deliver the best possible experience.

Essential Responsibilities

• Assists Advisorand Partners in daily operations and has a comprehensive understanding of team processes and procedures
• Acts as a mentor and provides guidance and training to new and additional client service manager team members
• Acts as a liaison between the team Advisorand Partners and other team client service managers
• Understands complex estate, tax planning, insurance needs, and investment-planning knowledge
• Establishes rapport with all assigned clients as a trusted liaison between the client and their Advisor and/or Partner
• Demonstrates knowledge consistent with preparation of Financial Action Plans and recommendations for a client’s financial situation
• Implements Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.)
• Coordinates account transfers and confirms cost basis information for incoming assets
• Populates and maintains systems data and client files
• Verifies client account cash balances, generates and reviews monthly available cash report
• Facilitates and tracks the onboarding process of new clients to Moneta systems and processes; ensures proper completion of all paperwork
• Works directly with third-party Custodians and Advisors to meet critical deadlines and industry cut-off times
• Demonstrates strong understanding of the Financial Industry and Compliance regulations
• Seeks ongoing industry knowledge through Moneta University classes, relevant designations and licenses as well as teaches basic financial information to others
  
  

Qualifications

• Bachelor’s Degree preferred with an emphasis in Accounting or Finance field
• Three or more years of relevant experience
• Proficient in Microsoft Office Applications
• Experience working in a team environment preferred
  
  

Additional Information

Moneta 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:

• Compensation range of $75,000 - $80,000
• This is a non-exempt, salary, full-time position
• 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
  
  

Moneta is a fiduciary fee-onlyRegistered 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.