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Client Relations Coordinator

2 months ago

St Louis, Missouri, United States Moneta Corporation Full time

Company Overview: Moneta Group is a distinguished independent Registered Investment Advisor (RIA) situated in Clayton, Missouri. Our focus is on delivering comprehensive wealth management solutions to families, non-profit entities, and corporate retirement plans, emphasizing the importance of nurturing robust relationships and providing outstanding service on a global scale.

Job Overview:

  • Become a part of Moneta as a Client Relations Coordinator, where you will play a vital role in facilitating team operations by assisting Partners and team members with diverse tasks and projects.
  • Develop skills to enhance processes, identify efficiencies, and demonstrate initiative within the team.
  • We seek organized, detail-oriented, and adaptable individuals who excel in a collaborative team environment for the Client Relations Coordinator position.
  • This role lays the foundation for your career advancement at Moneta.

Key Responsibilities:

  • Improve the overall client experience
  • Assist Client Service Managers and Advisors in preparing for client review meetings
  • Manage client documentation and correspondence
  • Support daily office functions
  • Oversee client gifting
  • Provide marketing and branding assistance as required
  • Organize client records
  • Coordinate client and team events
  • Order supplies for the team and maintain break areas
  • Assist with scheduling for team members and partners

Qualifications:

  • A high school diploma is required; a college degree is preferred

Additional Information:

Moneta is committed to the well-being of our employees, offering a comprehensive benefits package that includes:

  • Paid holidays
  • Paid time off (PTO)
  • Employer cost-shared medical, dental, short-term disability, long-term disability, AD&D insurance, and basic life insurance
  • 401k Match
  • 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

Note: Moneta operates as a fiduciary fee-only Registered Investment Advisory firm and does not hold securities licenses except for Series 65. We do not permit external business activities, insurance commissions, or trails.