On-Site Client Service Administrator - Operations & Coordination

Moneta; Clayton (MO); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Employer cost-shared medical and dental insurance

401k Match – 50% of employee contributions up to 6%

Discretionary annual profit-sharing bonus

Paid parental leave

Onsite wellness programs & rewards

Job summary

Moneta is seeking a full-time Client Service Administrator in Clayton, Missouri. This role supports client team operations by providing overall assistance on tasks, enhancing processes, and ensuring efficient workflows. Responsibilities include coordinating client paperwork, managing appointments, and supporting daily office operations. The ideal candidate should be familiar with Microsoft Office and is expected to work fully on-site. Benefits include paid time off, medical insurance, and a 401k match.

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 preparation for client review meetings.
• Enhance overall client experience by incorporating efficiencies in processes and workflow.
• Assist in coordinating client paperwork such as new account forms and statements.
• Manage bill payments, prepare month-end expense reports, and track financial transactions.
• Coordinate client travel arrangements including itinerary preparation and special accommodations.

Skills

Microsoft Office familiarity

Job description

Moneta is seeking a full-time Client Service Administrator in Clayton, Missouri. This role supports client team operations by providing overall assistance on tasks, enhancing processes, and ensuring efficient workflows. Responsibilities include coordinating client paperwork, managing appointments, and supporting daily office operations. The ideal candidate should be familiar with Microsoft Office and is expected to work fully on-site. Benefits include paid time off, medical insurance, and a 401k match.