Job Summary

The Client Service Administrator supports client team operations by providing overall assistance to Partners and team members on various tasks and projects. Enhancing processes, identifying efficiencies, and taking initiative within the team. This position will be the foundation for your future career at Moneta.

Essential Responsibilities

Support Client Service Managers and Advisors with administrative preparation for client review meetings
Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement
Assist in coordinating client paperwork such as new account forms, statements, signature forms, and reports
Support daily office operations including scheduling meetings, managing mail, client file organization, and maintaining supply orders
Provide marketing and branding assistance as needed
Coordinate client and team events

Qualifications

High school diploma required; college degree preferred
Familiarity with Microsoft Office products 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 well-being of employees and their families:

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.

Learn more about this Employer on their Career Site