Client Experience & Operations Specialist

Moneta Group; Mission Woods (KS); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Employer cost-shared medical andDental

Employer-paid disability insurance

401k match 50% of contributions up to

Profit-sharing bonus

Parental leave

Employee referral incentive

Onsite wellness programs

Job summary

MONETA is seeking a Client Service Administrator to support client teams with a variety of administrative tasks and projects. You will help prepare for client reviews, improve workflows, coordinate paperwork, and manage office operations to ensure a high level of client service.

The role emphasizes on-site work in a fiduciary, fee-only advisory environment, with responsibilities spanning payroll, invoicing, event coordination, and vendor reporting to support day-to-day client relations.

Qualifications

• Familiarity with Microsoft Office products preferred.
• Must be available to work fully on-site.
• Must be authorized to work in the United States.

Responsibilities

• Support Client Service Managers and Advisors with administrative preparation for client review meetings.
• Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement.
• Assist in coordinating client paperwork such as new account forms, statements, signature forms, and reports.
• Support daily office operations including scheduling meetings, managing mail, client file organization, and maintaining supply orders.
• Manage bill payments, prepare month-end expense reports, and track financial transactions including distributions and credit postings.
• Coordinate client travel arrangements including itinerary preparation, flight research, and special accommodations.
• Maintain client calendars, schedule appointments, and coordinate household maintenance services.
• Process payroll, create invoices, and manage vendor reporting and documentation.
• Handle customs forms, property management reports, and banking correspondence as needed.
• Support special projects including property renovations and client-specific initiatives.
• Provide marketing and branding assistance as needed.
• Coordinate client and team events.

Skills

Microsoft Office familiarity

Job description

MONETA is seeking a Client Service Administrator to support client teams with a variety of administrative tasks and projects. You will help prepare for client reviews, improve workflows, coordinate paperwork, and manage office operations to ensure a high level of client service.

The role emphasizes on-site work in a fiduciary, fee-only advisory environment, with responsibilities spanning payroll, invoicing, event coordination, and vendor reporting to support day-to-day client relations.