Client Services & Operations Specialist

Moneta Group Investment Advisors LLC; Clayton (MO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Employer cost-shared medical andDental

Employer-paid short-term disability

Employer-paid long-term disability

AD&D insurance

Basic life insurance

401k Match – 50% of employee up to 6%

Discretionary annual profit-sharing

Paid parental leave

Employee referral incentive bonus

Onsite wellness programs & rewards

Job summary

Moneta Group Investment Advisors LLC in Clayton, MO, is seeking a Client Service Administrator to support client teams with administrative tasks and project work. You will assist with meeting preparation, paperwork, scheduling, and daily operations, laying a foundation for your career at Moneta.

This full-time, on-site role offers opportunities to improve processes, coordinate events and travel, and contribute to client experience within a fiduciary, fee-only environment.

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 prep 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 Group Investment Advisors LLC in Clayton, MO, is seeking a Client Service Administrator to support client teams with administrative tasks and project work. You will assist with meeting preparation, paperwork, scheduling, and daily operations, laying a foundation for your career at Moneta.

This full-time, on-site role offers opportunities to improve processes, coordinate events and travel, and contribute to client experience within a fiduciary, fee-only environment.