Client Service Manager

2 days ago


Boulder, Colorado, United States Moneta Full time
Job Title: Client Service Manager

We 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 to deliver high-quality results.

Key Responsibilities:
  • Build and maintain client relationships through frequent interaction and dedicated service
  • Establish trust with clients to act as their primary point of contact and liaison between them and our advisors/partners
  • Assist advisors and partners in executing daily operations and develop a comprehensive understanding of team processes and procedures
  • Collaborate with centralized operational departments to achieve the highest level of service and efficiency
  • Work with third-party custodians and vendors to implement advisor investment recommendations
  • Populate and maintain systems data and client files, coordinate billing, journals, transfers, and review monthly cash reports
  • Research complex financial situations and provide solutions
  • Participate in learning opportunities through Moneta University, client team meetings, and internal resources
Requirements:
  • Bachelor's degree in Finance or a related field
  • 2-3 years of work experience
  • Proficient in Microsoft Office Applications
  • Authorized to work in the United States
What We Offer:
  • Competitive compensation range of $65,000 - $75,000
  • Non-exempt, salary, full-time position
  • 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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