Estate & Account Fulfillment Specialist

Moneta Group; Clayton (MO); Sur place; USD 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Paid holidays

PTO

Medical & dental insurance

Disability insurance

Life insurance

401k match

Profit-sharing bonus

Parental leave

Referral bonus

Wellness programs

Résumé du poste

Moneta Group is seeking a Client Support Specialist in Missouri to support complex estate and account termination workflows. You will interact with client teams, custodians, and internal operations to ensure requests are documented and advanced to completion.

The role suits an early-career professional or seasoned service professional who communicates confidently, manages multiple details, and helps move requests forward with professionalism and sound judgment.

Qualifications

• Bachelor's degree preferred; equivalent relevant experience will also be considered.
• One or more years of professional experience is helpful.
• Proficiency with Microsoft Office applications; experience with Salesforce or DocuSign is a plus.
• Authorized to work in the United States.

Responsabilités

• Manage estate and account termination requests from intake through completion.
• Review estate planning and account documentation for completeness, identify missing information, and coordinate follow-up with internal teams and custodians.
• Participate in Teams calls with client teams to discuss workflow status, clarify requirements, and help move requests forward.
• Navigate questions with professionalism and sound judgment, researching answers and engaging the appropriate partners when needed.
• Maintain accurate records, next steps, and status updates across Salesforce, financial reporting systems, custodian platforms, DocuSign, and project management tools.
• Balance multiple projects and shifting priorities while providing timely, proactive communication to stakeholders.
• Help document, build, and improve workflows with an emphasis on consistency, efficiency, and strong internal service experience.
• Partner with other onboarding and support specialists on shared responsibilities and team priorities.
• Explore practical ways to use AI-enabled tools to support research, documentation, and process efficiency.

Connaissances

Confident communicator

Solutions-oriented

Initiative

Critical thinking

Organizational skills

Formation

Bachelor's degree preferred

Outils

Microsoft Office

Salesforce

DocuSign

Description du poste

Moneta Group is seeking a Client Support Specialist in Missouri to support complex estate and account termination workflows. You will interact with client teams, custodians, and internal operations to ensure requests are documented and advanced to completion.

The role suits an early-career professional or seasoned service professional who communicates confidently, manages multiple details, and helps move requests forward with professionalism and sound judgment.