Client Relationship Manager

2 months ago

Boulder, Colorado, United States Moneta Full time
Job Overview

Company Overview:
MONETA is a nationally recognized Registered Investment Advisory Firm located in St. Louis, Missouri. Our mission is to deliver exceptional service to our clients, covering areas such as investment and retirement planning, tax services, risk management, estate planning, education savings, and more.

We are committed to fostering a stimulating and rewarding workplace where our employees can enjoy continuous growth, training, and development opportunities throughout their careers. Just as we prioritize our client relationships, we also value the immense talent within our firm and look forward to the possibility of welcoming you to our team.

Position Summary

We are currently seeking Client Service Managers to enhance our financial advisory teams. In this capacity, you will cultivate and strengthen relationships with our clients through regular communication, providing dedicated support to address their needs. As a Client Service Manager, you will collaborate with the team’s Advisors and Partners on a variety of projects tailored to client requirements. Moneta offers a pathway for long-term career advancement and professional growth as you acquire foundational knowledge in wealth management.

Key Responsibilities
  • Develop and sustain client relationships with an emphasis on client retention, oversee the onboarding process for new clients, and coordinate client activities with team members as needed.
  • Establish a high-trust rapport with clients, serving as the primary point of contact and liaising between the client and Advisor/Partner, while understanding the client's overall needs and identifying value-added services.
  • Assist Advisors and Partners in daily operations and gain a comprehensive understanding of team processes and procedures.
  • Collaborate with centralized operational departments to enhance efficiencies, share best practices, and deliver the highest level of service.
  • Engage directly with third-party custodians and vendors, ensuring compliance with industry deadlines, and implement Advisor investment recommendations through trading via Financial Custodial Systems.
  • Maintain and update systems data and client files, manage billing, journals, transfers, and review monthly cash reports.
  • Investigate unique and complex financial situations as they arise.
  • Participate in learning opportunities through Moneta University, client team meetings, and internal resources provided by Compliance, Talent, and Organizational Development.
Qualifications
  • Bachelor's degree in Finance or a related discipline.
  • 2-3 years of relevant work experience.
  • Proficient in Microsoft Office Applications.
  • Must be authorized to work in the United States.
Additional Information

Moneta is dedicated to providing comprehensive care for our employees, which includes offering a robust benefits package that enhances the well-being of employees and their families:

  • Compensation range of $65,000 - $75,000.
  • This is a non-exempt, salaried, full-time position.
  • Paid holidays and 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 operates as a fiduciary fee-only Registered Investment Advisory firm and does not hold securities licenses, with the exception of Series 65. We also prohibit outside business activities, insurance commissions, and/or trails.

  • Client Relationship Manager

    2 months ago

    Boulder, Colorado, United States Moneta Full time

    Job OverviewCompany OverviewMONETA is a nationally recognized Registered Investment Advisory Firm located in St. Louis, Missouri. Our commitment lies in delivering exceptional service to our clients, which includes investment and retirement planning, tax preparation, risk management, estate planning reviews, education savings, and much more.We aim to foster...

  • Client Experience Manager

    4 days ago

    Boulder, Colorado, United States Braverman Law Group, LLC Full time

    Job Title: Client Experience ManagerLocation: Downtown BoulderFirm: Braverman Law Group, LLCAbout Us:Braverman Law Group, LLC is a boutique estate planning law firm specializing in wills, trusts, special needs planning, asset protection, probate, and trust administration. We focus on delivering exceptional client service and building strong, long-lasting...

  • Client Service Manager

    3 weeks ago

    Boulder, Colorado, United States Moneta Corporation Full time

    Client Service ManagerMoneta Corporation is seeking a highly skilled Client Service Manager to join our financial advisory teams. As a key member of our team, you will be responsible for developing and building relationships with our clients through frequent interaction, providing dedicated service to meet client needs.Key Responsibilities:Build and maintain...

  • Client Service Manager

    1 week ago

    Boulder, Colorado, United States Moneta Full time

    Job DescriptionAt Moneta, we are seeking a skilled Client Service Manager 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 Client Service Manager, you will work alongside the team's Advisors and Partners on a wide...

  • Client Service Manager

    4 weeks ago

    Boulder, Colorado, United States Moneta Full time

    Job Title: Client Service ManagerWe are seeking a highly skilled Client Service Manager to join our financial advisory team at Moneta. As a Client Service Manager, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional service to meet their needs, and working closely with our advisors and partners...

  • VP, Relationship Banker II

    4 weeks ago

    Boulder, Colorado, United States First Western Full time

    Job Title: VP, Relationship Banker IIFirst Western is seeking a highly skilled and experienced professional to fill the role of VP, Relationship Banker II. As a key member of our team, you will play a vital role in helping high-net-worth clients achieve their financial goals.Key Responsibilities:Contribute to profit center production goals, including loans,...

  • Client Experience Liaison

    2 weeks ago

    Boulder, Colorado, United States Braverman Law Group, LLC Full time

    {"title": "Client Experience Manager", "description": "Job Title: Client Experience ManagerLocation: Downtown BoulderFirm: Braverman Law Group, LLCAbout Us:Braverman Law Group, LLC is a boutique estate planning law firm specializing in wills, trusts, special needs planning, asset protection, probate, and trust administration. We focus on delivering...

  • VP, Relationship Banker II

    1 week ago

    Boulder, Colorado, United States First Western Full time

    Job OverviewFirst Western is seeking a highly skilled and experienced professional to fill the role of VP, Relationship Banker II. This position plays a vital role in helping high-net-worth clients achieve their financial goals.The ideal candidate will have a strong background in commercial banking, with experience in lending, underwriting, and credit...

  • Client Liaison

    2 weeks ago

    Boulder, Colorado, United States World Explorer Travel Full time

    Client Engagement RoleWe are seeking a skilled Client Engagement professional to join our team at World Explorer Travel. As a key member of our hospitality team, you will be responsible for building and maintaining strong relationships with our clients in the hospitality industry.Your primary objective will be to identify opportunities to increase client...

  • Client Engagement Specialist

    1 month ago

    Boulder, Colorado, United States World Explorer Travel Full time

    Client Engagement Role at World Explorer TravelWe are seeking a skilled Client Engagement Specialist to join our team at World Explorer Travel. As a key member of our hospitality industry team, you will be responsible for building and maintaining strong relationships with our clients, helping to turn one-time sales into repeat business.Key...

  • Client Liaison Specialist

    4 days ago

    Boulder, Colorado, United States World Explorer Travel Full time

    We are seeking a skilled Client Liaison Specialist to join our team at World Explorer Travel. In this role, you will be responsible for building and maintaining strong relationships with our clients in the hospitality industry.As a Client Liaison Specialist, you will work closely with clients to understand their needs and provide tailored solutions to meet...

  • VP, Relationship Banker II

    2 months ago

    Boulder, Colorado, United States First Western Full time

    About the RoleWe are seeking a highly skilled and experienced VP, Relationship Banker II to join our team at First Western. As a key member of our commercial banking team, you will play a vital role in building and maintaining strong relationships with our high-net-worth clients.Key ResponsibilitiesContribute to the achievement of profit center production...

  • Client Empowerment Advocate

    2 months ago

    Boulder, Colorado, United States Mental Health Partners Full time

    Job OverviewPosition Title: Peer Support SpecialistCompensation: $22.12 per HourObjective:The Peer Support Specialist (PSS) engages with individuals in both individual and group environments to assist them in achieving their fullest potential. By exemplifying personal empowerment, the PSS instills hope and motivation, aiding clients in realizing their...

  • Relationship Banker

    4 weeks ago

    Boulder, Colorado, United States First Technology Federal Credit Union Full time

    About the RoleThe Financial Services Representative is a key member of our dynamic sales team, responsible for building strong relationships with our members and providing tailored financial solutions to meet their needs.Key ResponsibilitiesProcess routine financial transactions, ensuring regulatory compliance and adherence to internal proceduresEstablish...

  • Client Advisory Associate

    2 weeks ago

    Boulder, Colorado, United States PathStone Full time

    Pathstone Associate Program: A Career in Client AdvisoryPathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and...

  • Client Advisory Associate

    2 weeks ago

    Boulder, Colorado, United States PathStone Full time

    About the Role:Pathstone is seeking a highly motivated and detail-oriented Client Advisory Associate to join our team. As a key member of our Client Advisory Team, you will play a critical role in supporting the daily operations of individual Client Teams.Key Responsibilities:Assist Client Advisory Teams in all aspects of client service and daily operations,...

  • Client Support Associate

    3 days ago

    Boulder, Colorado, United States CSMN Operations, LLC dba All Points North Full time

    Job DescriptionAt All Points North, we are seeking a highly skilled Client Support Associate to join our team in Boulder, CO. This full-time position is responsible for providing exceptional support to our clients, ensuring their safety and well-being in a designated area of the milieu.Key Responsibilities:Maintain a safe environment, promoting a culture of...

  • Client Advisory Associate

    1 week ago

    Boulder, Colorado, United States PathStone Full time

    Client Advisory AssociatePathstone is seeking a highly motivated and detail-oriented Client Advisory Associate to join our team. As a Client Advisory Associate, you will play a critical role in supporting the Client Advisory Team in all aspects of client service and daily operations.Key Responsibilities:Assist the Client Advisory Team in completing account...

  • Client Advisory Associate

    3 days ago

    Boulder, Colorado, United States PathStone Full time

    Job DescriptionPathstone is seeking a highly motivated and detail-oriented individual to join our Client Advisory Team as a Client Advisory Associate. In this role, you will have the opportunity to develop your skills and experience in client service and daily operations, while working closely with our experienced team members.Key Responsibilities:Assist the...

  • Wealth Management Professional

    4 weeks ago

    Boulder, Colorado, United States Judson Group Full time

    Join Our Team as a Wealth ManagerJudson Group is seeking a highly skilled Wealth Manager to join our team. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and growing our business.Key Responsibilities:Develop and implement comprehensive financial plans for clients, including...