Estate & Account Support Specialist

Moneta Group Investment Advisors LLC; Clayton (MO); On-site; USD 52,000 - 74,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical insurance

Disability insurance

401k match

Profit-sharing bonus

Parental leave

Employee referral bonus

Onsite wellness programs

Job summary

Moneta Group Investment Advisors LLC seeks a Client Support Specialist to manage estate and account termination workflows, coordinating with client teams, custodians, and internal operations. The role suits an early-career professional or experienced service professional who communicates confidently and handles complex, long-running projects.

You will navigate documentation, engage partners, and maintain clear status updates across Salesforce and other systems while exploring AI-enabled tools to

Qualifications

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

Responsibilities

• Manage estate and account termination requests from intake through completion.
• Review estate planning and account documentation for completeness and coordinate follow-up.

Skills

Confident communicator

Solutions oriented

Initiative & curiosity

Strong organization

Collaborative

Education

Bachelors degree preferred

Tools

Salesforce

DocuSign

Microsoft Office

Job description

Moneta Group Investment Advisors LLC seeks a Client Support Specialist to manage estate and account termination workflows, coordinating with client teams, custodians, and internal operations. The role suits an early-career professional or experienced service professional who communicates confidently and handles complex, long-running projects.

You will navigate documentation, engage partners, and maintain clear status updates across Salesforce and other systems while exploring AI-enabled tools to