Client Service Manager

6 days ago


Chicago, Illinois, United States Moneta Full time
Client Service Manager

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.
Qualifications
  • 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.
Benefits
  • 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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