Client Service Manager
Role Overview
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 team’s 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.
Key Skills for This Role
Full Job Posting
Qualifications
- Bachelor's 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
This is a full-time, non-exempt position reporting to the Operations Manager.
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.
About Moneta
Partner-owned U.S. registered investment adviser providing wealth management, financial planning, tax, estate, and retirement services.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Moneta
General Counsel and Chief Compliance Officer
Clayton, USA
Client Service Manager
Clayton, USA
Compliance Specialist
Clayton, USA
Trust Officer
Clayton, USA
General Counsel and Chief Compliance Officer
Clayton, USA
Advisor, CFP
Denver, USA
Retirement Plan Client Service Manager
Clayton, USA
Associate Portfolio Manager
Clayton, USA
Investment Operations Specialist
Clayton, USA