Client Service Manager
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Job Location:
Clayton, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days 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 $60000 - $80000
- This is a full-time 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
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
