Client Services Manager, Wealth Advisory

Moneta; Chicago (IL); 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

Job summary

A registered investment advisory firm in Chicago is looking for a Client Service Manager. This full-time role involves developing and maintaining relationships with clients, assisting with the onboarding process, and supporting Advisors with their operations. The ideal candidate will have a Bachelor's degree in finance, along with 2-3 years of relevant experience. Comprehensive benefits are provided including paid holidays, medical insurance, and a 401k match.

Qualifications

• Bachelor's degree in finance, personal financial planning, accounting, or a related field preferred.
• 2-3 years of work experience preferred.
• Must be authorized to work in the United States.

Responsibilities

• Support Advisors and Partners in daily operations.
• Build and maintain trusted relationships with clients.
• Assist with onboarding new clients to Moneta systems.
• Serve as the primary point of contact for clients.
• Research and resolve complex financial scenarios.
• Ensure compliance with policy and regulatory requirements.

Skills

Relationship building

Client service

Financial knowledge

Problem solving

Education

Bachelor's degree in finance or related field

Job description

A registered investment advisory firm in Chicago is looking for a Client Service Manager. This full-time role involves developing and maintaining relationships with clients, assisting with the onboarding process, and supporting Advisors with their operations. The ideal candidate will have a Bachelor's degree in finance, along with 2-3 years of relevant experience. Comprehensive benefits are provided including paid holidays, medical insurance, and a 401k match.