Client Service Manager - Family Office
Client Service Manager - Family Office
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Salary Not Disclosed
1 Vacancy
Job Description
Are you a proactive problem-solver with a passion for delivering exceptional client service Do you thrive in a fast-paced environment where priorities shift and no two days are the same If so we invite you to explore this exciting opportunity to join our team as a Client Service Manager supporting our ultra-high net-worth or family office clientele.
About the Role
As a Client Service Manager you will be a key partner to our advisors and clients ensuring seamless execution of complex financial transactions proactive issue resolution and an exceptional service experience tailored to the unique needs of these families. This role requires a high level of professionalism attention to detail and strategic thinking as well as the flexibility to accommodate the evolving needs of sophisticated clientsincluding occasional work outside of normal business hours.
Key Responsibilities
- Serve as the primary point of contact for family office clients delivering white-glove service with discretion and professionalism.
- Manage multiple evolving priorities with a strategic mindset ensuring all client requests and financial transactions are handled with precision.
- Anticipate client needs and proactively address potential challenges demonstrating creative problem-solving skills.
- Collaborate with internal teams advisors and external partners to ensure seamless execution of client requests.
- Uphold the highest standards of confidentiality organization and attention to detail in all client interactions.
- Adapt to shifting priorities and occasional after-hours client needs ensuring an exceptional level of service at all times.
Qualifications :
What Were Looking For
- A proactive self-starter who takes ownership of challenges and finds solutions.
- Strong organizational skills with the ability to manage multiple high-priority requests simultaneously.
- Exceptional communication and interpersonal skills with the ability to build trust with clients and internal stakeholders.
- A strategic thinker with the ability to anticipate challenges and implement effective solutions.
- High level of professionalism discretion and initiative with a strong team-player mentality.
- Ability to work flexible hours when needed to accommodate client needs.
Other Qualifications
- Bachelors degree in finance personal financial planning or accounting preferred
- A minimum of 5 years of experience in a professional setting is required with at least 2-3 years of direct experience in financial services preferred
- Must be authorized to work in the United States
Additional Information :
This is an opportunity to be part of a dynamic high-performing team within a prestigious financial services firm. We offer a collaborative and supportive work environment competitive compensation and the chance to make a meaningful impact in the lives of ultra-high-net-worth clients. If you have a passion for excellence and a drive to deliver the highest level of service we would love to hear from you!
Apply today and take the next step in your career.
Employee Benefits and Wellness
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:
- This is a full-time in-office exempt salary 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-only Registered 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.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
