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Retirement Plan Client Service Manager
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Moneta Group
Remote
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 SummaryThis role primarily involves supporting Advisors and Partners by managing and facilitating operations and communications within the team and with clients and external stakeholders. The individual in this position plays a critical role in ensuring smooth daily operations, effective client relations, and compliance with established procedures and standards. They coordinate tasks, manage client data, and contribute to meeting preparations and documentation, all while maintaining strong relationships with clients, service providers, and financial institutions. This role is pivotal in enhancing team efficiency and client satisfaction. Moneta provides the opportunity for long-term career growth and professional development opportunities.
Essential ResponsibilitiesAssists Advisors and Partners in daily operations and has a comprehensive understanding of team processes and proceduresActs as a liaison between the team Advisors and Partners, financial institutions, and service providersDevelops a basic understanding of qualified retirement plans including 401(k), Profit Sharing programs, etc.
Develop an established rapport with all assigned clients as a trusted liaison between the client and their Advisor and/or PartnerWorks directly with third-party Custodians and Advisors to meet critical project and industry deadlinesSeeks ongoing industry knowledge through internal classes provided in MonetaU, and relevant designations and licenses Regularly communicates with clients, plan participants, TPAs, and recordkeepersAnswers participant calls and coordinates additional assistance with advisors as needed Prepares client reviews, investment allocation summaries, meeting agendas, executive summaries, and investment performance reportsCoordinates scheduling of client reviews, employee education, and internal team meetingsOrganizes and assists in executing action items following client reviews with the Advisors Coordinates with various other team members and departments to ensure proper data entry and flow through various reporting systemsAssists in the preparation of client engagement agreements, Investment Policy Statements, vendor agreements, fee invoices, etc.
Assists Advisor with new client onboarding processes, documentation, and meetingsQualificationsBachelors Degree preferred with an emphasis in Accounting, Business or Finance fieldMinimum of five years of relevant work experience Proficient in Microsoft Office Applications, with advanced expertise in Excel and PowerPoint a plusKnowledge of Financial Custodial Systems is a plus (e.g., Schwab, Fidelity, etc.)Must be authorized to work in the United StatesAbility to come into the office on a regular weekly basis (this position is not remote)Additional 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 position reporting to the Senior Retirement Plan AdvisorPaid 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 ResponsibilitiesAssists Advisors and Partners in daily operations and has a comprehensive understanding of team processes and proceduresActs as a liaison between the team Advisors and Partners, financial institutions, and service providersDevelops a basic understanding of qualified retirement plans including 401(k), Profit Sharing programs, etc.
Develop an established rapport with all assigned clients as a trusted liaison between the client and their Advisor and/or PartnerWorks directly with third-party Custodians and Advisors to meet critical project and industry deadlinesSeeks ongoing industry knowledge through internal classes provided in MonetaU, and relevant designations and licenses Regularly communicates with clients, plan participants, TPAs, and recordkeepersAnswers participant calls and coordinates additional assistance with advisors as needed Prepares client reviews, investment allocation summaries, meeting agendas, executive summaries, and investment performance reportsCoordinates scheduling of client reviews, employee education, and internal team meetingsOrganizes and assists in executing action items following client reviews with the Advisors Coordinates with various other team members and departments to ensure proper data entry and flow through various reporting systemsAssists in the preparation of client engagement agreements, Investment Policy Statements, vendor agreements, fee invoices, etc.
Assists Advisor with new client onboarding processes, documentation, and meetingsQualificationsBachelors Degree preferred with an emphasis in Accounting, Business or Finance fieldMinimum of five years of relevant work experience Proficient in Microsoft Office Applications, with advanced expertise in Excel and PowerPoint a plusKnowledge of Financial Custodial Systems is a plus (e.g., Schwab, Fidelity, etc.)Must be authorized to work in the United StatesAbility to come into the office on a regular weekly basis (this position is not remote)Additional 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 position reporting to the Senior Retirement Plan AdvisorPaid 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.