Retirement Plan Client Service Manager
Role Overview
This role primarily involves supporting Advisors and Partners by managing and facilitating operations and communications within the team and with clients and external stakeholders. The individual in this position plays a critical role in ensuring smooth daily operations, effective client relations, and compliance with established procedures and standards. They coordinate tasks, manage client data, and contribute to meeting preparations and documentation, all while maintaining strong relationships with clients, service providers, and financial institutions. This role is pivotal in enhancing team efficiency and client satisfaction. Moneta provides the opportunity for long-term career growth and professional development opportunities.
Key Skills for This Role
Full Job Posting
Job Summary
This role primarily involves supporting Advisors and Partners by managing and facilitating operations and communications within the team and with clients and external stakeholders. The individual in this position plays a critical role in ensuring smooth daily operations, effective client relations, and compliance with established procedures and standards. They coordinate tasks, manage client data, and contribute to meeting preparations and documentation, all while maintaining strong relationships with clients, service providers, and financial institutions. This role is pivotal in enhancing team efficiency and client satisfaction. Moneta provides the opportunity for long-term career growth and professional development opportunities.
Essential Responsibilities
- Assists Advisors and Partners in daily operations and has a comprehensive understanding of team processes and procedures
- Acts as a liaison between the team Advisors and Partners, financial institutions, and service providers
- Develops a basic understanding of qualified retirement plans including 401(k), Profit Sharing programs, etc.
- Develop an established rapport with all assigned clients as a trusted liaison between the client and their Advisor and/or Partner
- Works directly with third-party Custodians and Advisors to meet critical project and industry deadlines
- Seeks ongoing industry knowledge through internal classes provided in MonetaU, and relevant designations and licenses
- Regularly communicates with clients, plan participants, TPAs, and recordkeepers
- Answers participant calls and coordinates additional assistance with advisors as needed
- Prepares client reviews, investment allocation summaries, meeting agendas, executive summaries, and investment performance reports
- Coordinates scheduling of client reviews, employee education, and internal team meetings
- Organizes and assists in executing action items following client reviews with the Advisors
- Coordinates with various other team members and departments to ensure proper data entry and flow through various reporting systems
- Assists in the preparation of client engagement agreements, Investment Policy Statements, vendor agreements, fee invoices, etc.
- Assists Advisor with new client onboarding processes, documentation, and meetings
Qualifications
- Bachelor’s Degree preferred with an emphasis in Accounting, Business or Finance field
- Minimum of five years of relevant work experience
- Proficient in Microsoft Office Applications, with advanced expertise in Excel and PowerPoint a plus
- Knowledge of Financial Custodial Systems is a plus (e.g., Schwab, Fidelity, etc.)
- Must be authorized to work in the United States
- Ability to come into the office on a regular weekly basis (this position is not remote)
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:
This is a full-time, exempt, salary position reporting to the Senior Retirement Plan Advisor
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.
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