Client Service Manager
6 days ago
Moneta is seeking a Client Service Manager to join our financial advisory team in Chicago, IL. As a key member of our team, you will develop and build relationships with clients through frequent interaction, providing dedicated service to meet client needs.
Key Responsibilities- Assist Advisors and Partners in daily operations and develop a comprehensive understanding of team processes and procedures.
- Research unique and complex situations as they arise.
- Establish a rapport with clients as a trusted liaison between the client and Advisors.
- Implement Advisor investment recommendations via trading through Financial Custodial Systems.
- Coordinate account transfers and confirm cost basis information for incoming assets.
- Populate and maintain systems data and client files.
- Verify client account cash balances, generate and review monthly available cash report.
- Work directly with third-party Custodians and Advisors to meet critical deadlines and industry cut-off times.
- Bachelor's degree in Finance, Accounting, or a related field.
- 2-3 years of work experience.
- Must be authorized to work in the United States.
- 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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