Client Success Manager, Wealth Advisory

Moneta; Denver (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical and dental insurance

Short-term disability

Long-term disability

AD&D insurance

401k Match – 50% of employee

Profit-sharing bonus

Parental leave

Referral incentive bonus

Onsite wellness programs

Job summary

Moneta is seeking a Client Service Manager to develop and maintain relationships with clients through regular interaction and proactive service. You will work with Advisors and Partners on client projects, ensuring high-quality support and accurate record-keeping.

This full-time, non-exempt role located in Denver focuses on onboarding, coordinating with operations, and executing investment recommendations in line with policies and regulatory standards.

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, mastering team processes and procedures.
• Build and maintain trusted relationships with clients with complex account needs, serving as a key point of contact.
• Assist with the onboarding process of new clients to Moneta systems and processes; ensuring all documentation and processes are complete.
• Serve as the primary point of contact for clients, liaising with Advisors/Partners and identifying value-added services.
• Coordinate with centralized operations to implement best practices and enhance service delivery.
• Execute Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.), adhering to deadlines and industry requirements.
• Maintain accurate client records, process billing, transfers, and journals, and review cash reports.
• Research and resolve complex financial scenarios as they arise.
• Participate in professional development opportunities, team meetings, and internal training programs.
• Ensure all activities adhere to policy compliance guidelines, regulatory requirements, and industry standards.
• Perform additional administrative tasks as needed to support team operations.

Skills

Client relations

Communication

Financial services knowledge

Team collaboration

Education

Bachelor's degree in finance or related field

Job description

Moneta is seeking a Client Service Manager to develop and maintain relationships with clients through regular interaction and proactive service. You will work with Advisors and Partners on client projects, ensuring high-quality support and accurate record-keeping.

This full-time, non-exempt role located in Denver focuses on onboarding, coordinating with operations, and executing investment recommendations in line with policies and regulatory standards.