Client Service Coordinator

1 week ago

St Louis, Missouri, United States Moneta Corporation Full time
Job Title: Client Service Administrator

Moneta Group is a leading Registered Investment Advisor (RIA) headquartered in Clayton, Missouri. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans. Our team is dedicated to building relationships, providing exceptional service, and going further for our clients around the globe.

Job Summary

We are seeking a highly organized and detail-oriented Client Service Administrator to support our client team operations. The successful candidate will provide overall assistance to Partners and team members on various tasks and projects, enhancing processes, identifying efficiencies, and taking initiative within the team.

Key Responsibilities
  • Enhance Client Experience: Provide exceptional support to clients, ensuring their needs are met and exceeded.
  • Support Client Service Managers and Advisors: Assist in preparation for client review meetings, ensuring timely and accurate information.
  • Coordinate Client Paperwork: Manage and process client documents, maintaining confidentiality and attention to detail.
  • Handle Mail and Team Support: Coordinate mail for clients and teams, ensuring timely and efficient delivery.
  • Support Day-to-Day Operations: Assist with various administrative tasks, maintaining a smooth and efficient work environment.
  • Manage Client Gifting: Coordinate and execute client gifting initiatives, ensuring timely and accurate execution.
  • Marketing and Branding Assistance: Provide support for marketing and branding initiatives, as needed.
  • Maintain and Organize Client Files: Ensure accurate and up-to-date client file management, maintaining confidentiality and attention to detail.
  • Coordinate Client and Team Events: Assist with planning and execution of client and team events, ensuring timely and accurate execution.
  • Order Team Supplies and Snacks/Stock and Manage Break Areas: Coordinate and manage team supplies, snacks, and break areas, ensuring a comfortable and productive work environment.
  • Scheduling Support and Coordination: Provide scheduling support and coordination for team and partners, ensuring timely and accurate execution.
Qualifications
  • Education: High school diploma required; college degree preferred.
  • Technical Skills: Proficient in Microsoft Office Suite.
Benefits

Moneta Group is committed to providing comprehensive benefits that enhance the wellbeing of employees and their families. Our benefits package includes:

  • Paid Holidays: Enjoy paid holidays and time off to relax and recharge.
  • Paid Time Off (PTO): Take advantage of paid time off to attend to personal matters.
  • Employer Cost-Shared Medical and Dental Insurance: Enjoy comprehensive medical and dental insurance coverage.
  • Employer Paid Short-Term Disability, Long-Term Disability, AD&D Insurance, and Basic Life Insurance: Receive employer-paid insurance coverage for short-term and long-term disabilities, AD&D, and basic life insurance.
  • 401k Match: Enjoy a 50% match of employee contributions up to 6% of compensation.
  • Discretionary Annual Profit-Sharing Bonus: Receive a discretionary annual profit-sharing bonus.
  • Paid Parental Leave: Enjoy paid parental leave to care for your new addition.
  • Professional Development Reimbursement: Receive reimbursement for professional development expenses.
  • Paid Volunteer Time Off (VTO): Take advantage of paid volunteer time off to give back to your community.
  • Employee Referral Incentive Bonus Program: Receive an incentive bonus for referring qualified candidates.
  • Onsite Wellness Programs & Rewards: Enjoy onsite wellness programs and rewards to promote a healthy work-life balance.
  • Employee Engagement Activities: Participate in employee engagement activities to build a strong team culture.

Moneta Group 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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