Senior Client Service Manager

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    "requisitionDescription": "<div><div><div><p style=\"margin-left:0in;\">Moneta is searching for a service-minded Finance professional to join one of our Partner teams as a Senior Client Service Manager. As a Senior Client Service Manager, you will work directly with the team&rsquo;s Advisors and Partner on a wide spectrum of projects that are focused on the client&rsquo;s needs. In everything we do, we focus on the client and their needs first in order to deliver the best possible experience.&nbsp;</p><p style=\"margin-left:0in;\"><strong>Essential Responsibilities</strong></p><ul type=\"disc\"><li style=\"margin-left:0in;\">Assists Advisors and Partner in daily operations and has a comprehensive understanding of team processes and procedures&nbsp;</li><li style=\"margin-left:0in;\">Acts as a mentor and provides guidance and training to new and additional client service manager team members&nbsp;</li><li style=\"margin-left:0in;\">Acts as a liaison between the team Advisors and Partner and other team client service managers&nbsp;</li><li style=\"margin-left:0in;\">Has an understanding of complex estate, tax planning, insurance needs, and investment-planning knowledge&nbsp;</li><li style=\"margin-left:0in;\">Has established rapport with all assigned clients as a trusted liaison between the client and their Advisor and/or Partner&nbsp;</li><li style=\"margin-left:0in;\">Demonstrates knowledge consistent with preparation of Financial Action Plans and recommendations for a client&rsquo;s financial situation&nbsp;</li><li style=\"margin-left:0in;\">Implements Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.)&nbsp;</li><li style=\"margin-left:0in;\">Coordinates account transfers and confirms cost basis information for incoming assets&nbsp;</li><li style=\"margin-left:0in;\">Populates and maintains systems data and client files&nbsp;</li><li style=\"margin-left:0in;\">Verifies client account cash balances, generates and reviews monthly available cash report&nbsp;</li><li style=\"margin-left:0in;\">Facilitates and tracks the onboarding process of new clients to Moneta systems and processes; ensures proper completion of all paperwork&nbsp;</li><li style=\"margin-left:0in;\">Works directly with third-party Custodians and Advisors to meet critical deadlines and industry cut-off times&nbsp;</li></ul><p style=\"margin-left:0in;\"><strong>Qualifications</strong></p><ul><li>Bachelor&#39;s degree, preferably in accounting or finance</li><li>Three or more years of relevant experience</li><li>Proficient in Microsoft Applications</li></ul><h2 style=\"margin-left:0in;\"><span style=\"font-size: 14px;\">Additional Information</span></h2><p style=\"margin-left:0in;\">Moneta 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:&nbsp;</p><ul type=\"disc\"><li style=\"margin-left:0in;\">Paid holidays</li><li style=\"margin-left:0in;\">Paid time off (PTO)</li><li style=\"margin-left:0in;\">Employer cost-shared medical and dental insurance</li><li style=\"margin-left:0in;\">Employer paid short-term disability, long-term disability, AD&amp;D insurance, and basic life insurance</li><li style=\"margin-left:0in;\">401k Match &ndash; 50% of employee contributions up to 6% of compensation</li><li style=\"margin-left:0in;\">Discretionary annual profit-sharing bonus</li><li style=\"margin-left:0in;\">Paid parental leave</li><li style=\"margin-left:0in;\">Professional development reimbursement</li><li style=\"margin-left:0in;\">Paid volunteer time off (VTO)</li><li style=\"margin-left:0in;\">Employee referral incentive bonus program</li><li style=\"margin-left:0in;\">Onsite wellness programs &amp; rewards</li><li style=\"margin-left:0in;\">Employee engagement activities</li></ul><p style=\"margin-left:0in;\"><strong>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.&nbsp;</strong></p></div></div></div>\n",
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