Client Service Administrator

Moneta; Kansas City (MO); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical and dental insurance

Short-term disability

Long-term disability

AD&D insurance

Basic life insurance

401k match

Profit-sharing bonus

Paid parental leave

Referral incentive bonus

Onsite wellness programs

Job summary

Moneta is seeking a Client Service Administrator to support our client teams with a broad range of administrative tasks and process improvements. The role will involve coordinating client paperwork, meetings, calendars, and travel arrangements, while supporting daily office operations and vendor reporting.

Ideal candidates will have strong organizational skills, familiarity with Microsoft Office, and be authorized to work in the United States.

Qualifications

• Experience with client servicing and office administration.
• Strong organizational and communication skills.
• Familiarity with Microsoft Office preferred.

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

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, 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&D 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.