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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Business Development and Sales
Industries
Financial Services
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