Client Service & Wealth Planning Manager

Moneta; Mission Woods (KS); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Employer cost-shared medical and dental insurance

401k Match

Discretionary annual profit-sharing bonus

Paid parental leave

Onsite wellness programs & rewards

Job summary

Moneta is looking for a Family Office Client Service Manager in Mission Woods, Kansas to support Advisors and Partners in delivering comprehensive financial services to clients. The role focuses on managing client communications and providing investment analysis, retirement planning, and tax advice.

The ideal candidate will have a Bachelor's degree in Finance or Business, along with strong organizational and communication skills. This is a full-time, exempt position offering various employee benefits, including PTO and medical insurance.

Qualifications

• One or more year of relevant experience required.
• Ability to manage multiple projects.

Responsibilities

• Prepare client review materials including investment reports.
• Establish rapport with clients as a trusted liaison.
• Research and analyze retirement accounts and investment products.
• Create financial projections and implement investment recommendations.
• Work directly with third-party professionals on behalf of clients.

Skills

Organizational skills

Detail-oriented

Strong communication skills

Microsoft Office proficiency

Education

Bachelor's degree in Finance, Business, or related field

Job description

Moneta is looking for a Family Office Client Service Manager in Mission Woods, Kansas to support Advisors and Partners in delivering comprehensive financial services to clients. The role focuses on managing client communications and providing investment analysis, retirement planning, and tax advice.

The ideal candidate will have a Bachelor's degree in Finance or Business, along with strong organizational and communication skills. This is a full-time, exempt position offering various employee benefits, including PTO and medical insurance.