Client Service Manager

6 days ago

Mission Viejo, California, United States Moneta Corporation Full time
Job Title: Client Service Manager

We are seeking a highly skilled Client Service Manager to join our financial advisory teams at Moneta Corporation.

As a Client Service Manager, you will be responsible for developing and building relationships with our clients through frequent interaction, providing dedicated service to meet client needs.

You will work alongside our team's Advisors and Partners on a wide range of projects focused on clients' needs, and have the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.

Key Responsibilities:
  • Build and maintain client relationships, focusing on client retention, manage new client implementation process, coordinate and support client activities with other team members as necessary
  • Establish high trust relationship with clients to act as first point of contact and liaise between client and Advisor/Partner, understanding the client's overall needs and help identify value-added services
  • Assist Advisors and Partners in executing on daily operations and develop a comprehensive understanding of team processes and procedures
  • Collaborate across centralized operational departments for efficiencies, best practices, and to achieve highest level of service
  • Work directly with third-party custodians and vendors, meeting industry cut-off times, and implementing Advisor investment recommendations via trading through Financial Custodial Systems
  • Populate and maintain systems data and client files, coordinate billing, journals, transfers, and review monthly cash reports
  • Research unique and complex financial situations as they arise
Requirements:
  • Bachelor's Degree preferred with an emphasis in Accounting or Finance
  • Proficient in Microsoft Office Applications
  • Experience working in a team environment preferred
  • 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

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