Client Service Manager

Found in: Resume Library US A2 - 2 weeks ago


Denver Colorado, United States Moneta Full time
Job Description

Moneta is actively seeking a Client Service Manager to join our Denver, Colorado financial advisory team office.  In this role, you will develop and build relationships with our clients through frequent interaction, providing dedicated service to meet client needs.  Moneta provides the opportunity for long term career growth and professional development as you learn the foundational knowledge of wealth management.  

As a Client Service Manager, you will work alongside the team’s Advisors on a wide range of projects focused on the client’s needs. Qualities that will help you flourish in this role include organization, flexibility, strong communication skills, attention to detail and the ability to manage multiple projects at once.  In everything we do, we focus on our clients and their needs to deliver the best possible experience.

Responsibilities

Assist Advisors in daily operations and develop a comprehensive understanding of team processes and procedures

Assist Advisors with client review preparation

Research unique and complex situations as they arise

Establish a rapport with clients as a trusted liaison between the client and their Advisor

Implement Advisor investment recommendations via trading through Financial Custodial Systems

Coordinate account transfers and confirm cost basis information for incoming assets

Populate and maintain systems data and client files

Verify client account cash balances, generate, and review monthly available cash report

Manage and prioritize daily workload in a fast-paced environment

Work directly with third-party Custodians and Advisors to meet critical deadlines and industry cut-off times


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