Client Service Manager
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Job Location:
Boulder, CO - USA
Monthly Salary:
Not Disclosed
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager you will work alongside the teams Advisors and Partners on a wide range of projects focused on clients needs. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.
Essential Responsibilities
- Support Advisors and Partners in daily operations mastering team processes and procedures.
- Build and maintain trusted relationships with clients with complex account needs serving as a key point of contact.
- Assists with the onboarding process of new clients to Moneta systems and processes; ensuring all documentation and processes are complete.
- Serve as the primary point of contact for clients liaising with Advisors/Partners and identifying value-added services.
- Coordinate with centralized operations to implement best practices and enhance service delivery.
- Execute Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab Fidelity etc.) adhering to deadlines and industry requirements.
- Maintain accurate client records process billing transfers and journals and review cash reports.
- Research and resolve complex financial scenarios as they arise.
- Participate in professional development opportunities team meetings and internal training programs.
- Ensure all activities adhere to policy compliance guidelines regulatory requirements and industry standards.
- Perform additional administrative tasks as needed to support team operations.
Qualifications :
- Bachelors degree in finance personal financial planning accounting or a related field preferred
- 2-3 years of work experience preferred
- Must be authorized to work in the United States
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 approximately $65000 - $75000 base starting salary depending on experience
- This is a full-time non-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
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our true purpose is centered on building relationships and providing ... View more
