Client Service Administrator

Moneta; Denver (CO); On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical insurance

Dental insurance

Disability insurance

Life insurance

401k match

Profit-sharing bonus

Parental leave

Referral bonus

Wellness program

Job summary

Moneta, an independent Registered Investment Advisor, is seeking a Client Service Administrator to support client team operations and improve processes. This on-site role in Denver, CO offers a clear path for future career growth within our client-centric firm.

You will assist with meeting preparations, paperwork coordination, calendar management, payroll, invoicing, and vendor reporting, while contributing to marketing efforts and special projects.

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 meeting prep for client reviews.
• Improve client experience by optimizing processes and workflows.
• Coordinate client paperwork such as new account forms and reports.
• Manage daily office operations: scheduling, mail, file organization, supplies.
• Handle payroll, month-end expense reports, and financial transactions.
• Arrange client travel including itinerary, flight research, and accommodations.
• Maintain client calendars and appointments; arrange household services.
• Prepare invoices and manage vendor reporting.
• Handle banking correspondence and customs forms as needed.
• Support special projects including property renovations and client initiatives.
• Assist with marketing and branding tasks.
• Coordinate client and team events.

Skills

MS Office familiarity

On-site work

US work authorization

Job description

Salary Range: $55,000.00 To $60,000.00 Annually

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, we’ve 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 Description

The Client Service Administrator supports client team operations by providing overall assistance to team members on various tasks and projects. Enhancing processes, identifying efficiencies, and taking initiative within the team. This position will be the foundation for your future career at Moneta.

• 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

Qualifications

• Familiarity with Microsoft Office products preferred
• Must be available to work fully on-site
• 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 well-being of employees and their families:

• This is a full-time, non-exempt salary position
• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer-paid short-term disability, long-term disability, AD&DD insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Employee referral incentive bonus program
• Onsite wellness programs & rewards

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.