Client Service Administrator

1 month ago


Denver Colorado, United States Moneta Full time
Job Description

Moneta is actively hiring a part-time Client Service Administrator to support client team operations by providing overall assistance to Partners and team members on various tasks and projects. Learn to enhance processes, identify efficiencies, and take initiative within the team.  We are seeking organized, detail-oriented, and flexible individuals who enjoy a small team environment to thrive in the Client Service Administrator role. 

Essential Responsibilities

Manage weekly client meeting schedules

Support Client Service Managers and Advisors in preparation for client review meetings

Help coordinate client paperwork

Handle mail for clients and teams

Reconcile monthly expense reports

Marketing and branding assistance as needed

Maintain and organize client files

Scheduling support and coordination for team and partners

 



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