Job Description
Moneta is actively seeking a Client Service Manager to join our thriving financial advisory client team in our Chicago, IL office. In this role, you will develop and build relationships with our clients through frequent interaction, providing dedicated service to meet client needs. As a Client Service Manager, you will work alongside the team’s Advisors and Partners on a wide range of projects focused on clients' 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. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.
Essential Responsibilities
- Assisting Advisors and Partners in daily operations and developing a comprehensive understanding of team processes and procedures
- Researching unique and complex situations as they arise
- Establishing a rapport with clients as a trusted liaison between the client and Advisors
- Implementing Advisor investment recommendations via trading through Financial Custodial Systems
- Coordinating account transfers and confirm cost basis information for incoming assets
- Populating and maintaining systems data and client files
- Verifying client account cash balances, generating and reviewing monthly available cash report
- Working directly with third-party Custodians and Advisors to meet critical deadlines and industry cut-off times
Qualifications:
Qualifications
- Bachelor's degree in Finance, Accounting, or a related field
- 2-3 years of work experience
- Must be authorized to work in the United States
Additional Information
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
- Paid holidays
- 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 unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
Qualifications ** _Requirements_** * Bachelor’s Degree Preferred * 2+ years’ experience in customer service role * 1+ years’ experience in management position preferred * Reliable means of transportation and flexibility to travel * Current state driver’s license and automobile insurance. * Must demonstrate ability to meet deadlines * Strong communication skills required Additional Information _Benefits are available to eligible employees on the first of the month after 30 days of employment and include:_ * Base compensation up to $55,000 annually * Auto and phone allowances * Health, Dental & Vision Coverage * Health Savings Accounts (HSA-available if enrolled in a high deductible plan) * Flexible Spending Accounts (FSA & LPFSA) * Dependent Care Reimbursement Accounts (DCRA) * Employee Assistance Program (EAP-available if enrolled in Health plan) * 401(k) retirement plan * Paid Time Off (PTO) * 100% Company Paid Basic Life Insurance (if enrolled in Health plan) * Voluntary Life Insurance * Short & Long-Term Disability * Critical Illness/Accident Insurance * Hospital Indemnity Insurance * Identity Protection Plan * Legal Care Plan * Pet Discount ProgramAll your information will be kept confidential according to EEO guidelines.\#IND123#J-18808-Ljbffr