Family Office Client Service Manager

3 weeks ago

St Louis, United States Moneta Corporation Full time
Company Description

MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career. Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.

Job Description

The Family Office Client Service Manager supports Advisors and Partners in the delivery of comprehensive financial services to team clients. The position encompasses in-depth work and analysis in the areas of investments, retirement planning, cash flow management, tax planning, estate planning and charitable giving. In addition, Client Service Managers communicate and work directly with clients as part of the team structure. The role is suitable for an individual that is organized, detail-oriented, personable, has strong communication skills and the ability to manage multiple projects.

Essential Responsibilities
  • Manage and contribute to preparation of client review materials such as investment reports, executive summaries, performance analysis, cash flow planning and charitable summaries
  • Establish rapport with clients as a trusted liaison between the client and Advisor and/or Partner
  • Present specific topics in client review meetings
  • Research and analyze unique situations such as retirement accounts and benefits, investment products, income tax planning, estate planning and risk management options
  • Analyze investment portfolios and complete investment recommendations
  • Create financial projections
  • Implement investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.)
  • Monitor client account cash balances and review monthly cash report
  • Manage new account application and transfer process
  • Work directly with third-party professionals such as custodians, investment managers, accountants, and attorneys on behalf of clients
Qualifications
  • Bachelor's degree preferred
  • One or more year of relevant experience
  • Work experience in a team environment
  • Proficient in Microsoft Office applications
  • Experience with portfolio management systems preferred
  • Prior experience in financial services, accounting or law 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.

  • Client Service Consultant

    2 weeks ago

    St Louis, United States Matter Family Office Full time

    Company Description At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family’s goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve...

  • Client Service Consultant

    4 weeks ago

    St Louis, United States Matter Family Office Full time

    Company Description At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family's goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve...

  • Client Service Consultant

    3 weeks ago

    St Louis, United States Matter Family Office Full time

    Company Description At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family's goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve...

  • Analyst - Client Services

    4 days ago

    St Louis, Missouri, United States Matter Family Office Full time

    Company Description At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family's goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve...

  • Analyst - Client Services

    1 week ago

    St. Louis, United States Matter Family Office Full time

    Company Description At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family's goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we...

  • Family Office Client Service Manager

    3 weeks ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri.  We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.  We strive to...

  • Family Office Client Service Manager

    4 weeks ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri.  We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.  We strive to...

  • Senior Analyst

    4 weeks ago

    St Louis, United States Matter Family Office Full time

    Company Description At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family's goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve...

  • Senior Analyst

    3 weeks ago

    St Louis, United States Matter Family Office Full time

    Company Description At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family's goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve...

  • Healthcare Office Manager

    1 month ago

    St Louis, United States People's Family of Corporations Full time

    Job Description Hopewell Center-Central | St. Louis, MO | Full Time The healthcare office manager position role exists to ensure that the management of the clinics fully supports the delivery of high-quality client care and mapping of client flow processes. Additionally, the roles work with managements team to develop strategies to reduce no shows while...

  • Healthcare Office Manager

    8 hours ago

    St Louis, United States People's Family of Corporations Full time

    Job Description Hopewell Center-Central | St. Louis, MO | Full Time The healthcare office manager position role exists to ensure that the management of the clinics fully supports the delivery of high-quality client care and mapping of client flow processes. Additionally, the roles work with managements team to develop strategies to reduce no shows while...

  • Client Service Administrator

    4 weeks ago

    St Louis, United States Moneta Corporation Full time

    Company DescriptionMoneta 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...

  • Client Service Administrator

    3 weeks ago

    St Louis, United States Moneta Corporation Full time

    Company DescriptionMoneta 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...

  • Therapeutic Youth and Family Case Manager

    4 weeks ago

    St Louis, United States Annie Malone Children & Family Services Full time

    Job Summary: The Youth and Family Case Manager/Parent Advocate Specialist is responsible for providing case management services to children/youth and their families. The Case Manager will be responsible for following all contractual expectations to include completing all required documentation, data entry into the case management client tracking system,...

  • Therapeutic Youth and Family Case Manager

    3 weeks ago

    St Louis, United States Annie Malone Children & Family Services Full time

    Job Summary: The Youth and Family Case Manager/Parent Advocate Specialist is responsible for providing case management services to children/youth and their families. The Case Manager will be responsible for following all contractual expectations to include completing all required documentation, data entry into the case management client tracking system,...

  • Client Service Administrator

    3 weeks ago

    St Louis, United States Moneta Corporation 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...

  • Client Service Manager

    1 month ago

    St Louis, United States GardaWorld Full time

    Job DescriptionJOB SNAPSHOTJob Title: Client Service Manager - Security Location: St. LouisEnvironment: Field ManagementPay Rate: $60,000 Included Benefits/Perks: medical, dental, vision insurance, 401k (company match), generous PTOWho is GardaWorld?GardaWorld is the world's largest privately-owned security services company. We protect our clients' staff and...

  • Client Service Manager

    2 months ago

    St Louis, United States Moneta Group Full time

    Moneta is actively seeking Client Service Managers to join our financial advisory teams. In this role, you will develop and build relationships with our clients through frequent interaction, providing dedicated service to meet client needs. As a Clie Service Manager, Client Service, Manager, Advisor, Client, Retail

  • Client Service Manager

    4 weeks ago

    St Louis, United States GardaWorld Full time

    Job DescriptionJOB SNAPSHOTJob Title: Client Service Manager - Security Location: St. Louis Environment: Field Management Pay Rate: $60,000 Included Benefits/Perks: medical, dental, vision insurance, 401k (company match), generous PTOWho is GardaWorld? GardaWorld is the world's largest privately-owned security services company. We protect our clients' staff...

  • Tax Manager

    4 weeks ago

    St Louis, United States Global Placement Firm Full time

    Excellent company looking to add a successful Tax Manager - Private Client Services Professional to their team! ***Hybrid position 2-3 days on-site per week*** Responsibilities: Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with company Client Service...