Client Relations Coordinator

2 weeks ago


Clayton Missouri, United States Moneta Full time

Job Overview
Moneta is currently seeking Client Relations Coordinators to assist in the operations of our client teams by providing comprehensive support to Partners and team members across various initiatives and projects.

Role Development
This position offers an opportunity to refine processes, identify areas for improvement, and proactively contribute within the team. We are looking for individuals who are organized, detail-oriented, and adaptable, thriving in a collaborative team environment.

Career Path
This role serves as a stepping stone for your future career at Moneta.

Key Responsibilities
1. Enhance the overall client experience
2. Assist Client Service Managers and Advisors in preparing for client review meetings
3. Coordinate client documentation
4. Manage correspondence for clients and teams
5. Support daily office operations
6. Oversee client gifting initiatives
7. Provide marketing and branding support as required
8. Maintain and organize client records
9. Plan and coordinate client and team events
10. Order supplies and manage break areas
11. Provide scheduling support and coordination for team and partners



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