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Client Service Administrator

1 month ago

Clayton, United States Moneta Group Full time

Company Description

Moneta Group is an independent Registered Investment Advisor (RIA) headquartered in Clayton, Missouri. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans. We focus on building relationships, providing exceptional service, and going further for our clients around the globe.

Job Description

Moneta is actively hiring Client Service Administrators to support client team operations by providing overall assistance to Partners and team members on various tasks and projects. Learn to enhance processes, identify efficiencies, and take initiative within the team. We are seeking organized, detail-oriented, and flexible individuals who enjoy a small team environment to thrive in the Client Service Administrator role. This position will be the foundation for your future career at Moneta.

Essential Responsibilities

* Enhance overall client experience
* Support Client Service Managers and Advisors in preparation for client review meetings
* Help coordinate client paperwork
* Handle mail for clients and teams
* Support in day-to-day office operations
* Manage client gifting
* Marketing and branding assistance as needed
* Maintain and organize client files
* Coordinate client and team events
* Order team supplies and snacks/stock and manage break areas
* Scheduling support and coordination for team and partners

Qualifications

* High school diploma required; college degree preferred

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:

* 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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