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 Advisors and Partner 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 in order to deliver the best possible experience.

Essential Responsibilities

Assists Advisors and Partner 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 Advisors and Partner and other team client service managers
Has an understanding of complex estate, tax planning, insurance needs, and investment-planning knowledge
Has established 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

Qualifications

Bachelor's degree, preferably in accounting or finance
Three or more years of relevant experience
Proficient in Microsoft Applications

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.

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