Strategic Client Experience Director

6 days ago


Saint Louis, United States Moneta Full time

Moneta, a national Registered Investment Advisory Firm, is seeking a skilled Finance professional to fill the role of Senior Client Service Manager.

The ideal candidate will work directly with our Partner teams, assisting Advisors and Partners in daily operations, and have a comprehensive understanding of team processes and procedures.

In this position, you will act as a mentor, providing guidance and training to new and additional client service manager team members, and serve as a liaison between the team Advisors and Partners and other client service managers.

You will be responsible for understanding complex estate, tax planning, insurance needs, and investment-planning knowledge, establishing rapport with assigned clients as a trusted liaison between the client and their Advisor and/or Partner, and implementing Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems.

A Bachelor's Degree in Accounting or Finance is preferred, and three or more years of relevant experience are required. Proficiency in Microsoft Office Applications is also necessary.

We offer a competitive salary of $80,000 - $110,000 per year, depending on location and experience.

In addition to a comprehensive salary, Moneta provides a range of benefits, including paid holidays, paid time off (PTO), employer cost-shared medical and dental insurance, and 401k matching.



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