Client Relationship Manager

1 week ago

Boulder, Colorado, United States Moneta Full time
Job Overview

Company Overview

MONETA is a nationally recognized Registered Investment Advisory Firm located in St. Louis, Missouri. Our commitment lies in delivering exceptional service to our clients, which includes investment and retirement planning, tax preparation, risk management, estate planning reviews, education savings, and much more.

We aim to foster a stimulating and rewarding workplace where our employees can experience continuous growth, training, and development opportunities throughout their careers. Just as we value our client relationships, we cherish the talent within our firm and look forward to welcoming new members to our team.

Position Summary

Moneta is actively seeking Client Service Managers to enhance our financial advisory teams. In this capacity, you will cultivate and strengthen relationships with our clients through regular engagement, providing dedicated service tailored to their needs. As a Client Service Manager, you will collaborate with the team’s Advisors and Partners on various projects centered around client requirements. Moneta offers a pathway for long-term career advancement and professional growth as you acquire foundational knowledge in wealth management.

Key Responsibilities
  • Develop and sustain client relationships, emphasizing client retention, manage the onboarding process for new clients, and coordinate client activities with team members as needed.
  • Establish a high-trust relationship with clients to serve as the primary point of contact, liaising between the client and Advisor/Partner, while understanding the client's overall needs and identifying value-added services.
  • Assist Advisors and Partners in daily operations and gain a comprehensive understanding of team processes and procedures.
  • Collaborate with centralized operational departments to enhance efficiencies, implement best practices, and achieve the highest level of service.
  • Engage directly with third-party custodians and vendors, adhering to industry deadlines, and executing Advisor investment recommendations through trading in Financial Custodial Systems.
  • Maintain systems data and client files, coordinate billing, journals, transfers, and review monthly cash reports.
  • Investigate unique and complex financial situations as they arise.
  • Participate in learning opportunities through Moneta University, client team meetings, and internal resources provided by Compliance, Talent, and Organizational Development.
Qualifications
  • Bachelor's degree in Finance or a related discipline.
  • 2-3 years of relevant work experience.
  • Proficient in Microsoft Office Applications.
  • Must be authorized to work in the United States.
Additional Information

Moneta is dedicated to ensuring the best possible care for our employees; part of this commitment includes offering comprehensive benefits that enhance the well-being of employees and their families:

  • Compensation range of $65,000 - $75,000.
  • This is a non-exempt, salaried, full-time position.
  • Paid holidays and 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 is 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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