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Client Service Manager - Family Office
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Moneta Group
Clayton, MO (In Person)
Full-Time
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Job Description
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, weve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve. Job SummaryThe Family Office Client Service Manager supports Advisors and Partners in the delivery of comprehensive financial services to team clients. The position encompasses in-depth work and analysis in the areas of investments, retirement planning, cash flow management, tax planning, estate planning and charitable giving. In addition, Client Service Managers communicate and work directly with clients as part of the team structure. The role is suitable for an individual that is organized, detail-oriented, personable, has strong communication skills and the ability to manage multiple projects.
Essential Responsibilities Manage and contribute to preparation of client review materials such as investment reports, executive summaries, performance analysis, cash flowplanningand charitable summariesEstablish rapport with clients as a trusted liaison between the client and Advisor and/or PartnerPresent specific topics in client review meetingsResearch and analyze unique situations such asretirement accounts and benefits, investment products, income tax planning, estateplanningand risk management optionsAnalyze investment portfolios and complete investment recommendationsCreate financial projectionsImplement investment recommendations via trading through Financial Custodial Systems (i.e.
Schwab, Fidelity, etc.)Monitor client account cash balances and review monthly cash reportManage new account application and transfer processWork directly with third-party professionals such as custodians, investment managers, accountants, and attorneys on behalf of clientsQualificationsBachelor's degree in Finance, Business, or related field preferredOne or more year of relevant experienceProficient in Microsoft Office applicationsAdditional InformationMoneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families: This is a full-time, exempt, salary positionPaid holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance401k Match 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee engagement activitiesMoneta 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.
Essential Responsibilities Manage and contribute to preparation of client review materials such as investment reports, executive summaries, performance analysis, cash flowplanningand charitable summariesEstablish rapport with clients as a trusted liaison between the client and Advisor and/or PartnerPresent specific topics in client review meetingsResearch and analyze unique situations such asretirement accounts and benefits, investment products, income tax planning, estateplanningand risk management optionsAnalyze investment portfolios and complete investment recommendationsCreate financial projectionsImplement investment recommendations via trading through Financial Custodial Systems (i.e.
Schwab, Fidelity, etc.)Monitor client account cash balances and review monthly cash reportManage new account application and transfer processWork directly with third-party professionals such as custodians, investment managers, accountants, and attorneys on behalf of clientsQualificationsBachelor's degree in Finance, Business, or related field preferredOne or more year of relevant experienceProficient in Microsoft Office applicationsAdditional InformationMoneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families: This is a full-time, exempt, salary positionPaid holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance401k Match 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee engagement activitiesMoneta 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.