On-Site Client Services & Operations Coordinator

Moneta; Kansas City (MO); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical and dental insurance

Short-term disability

Long-term disability

AD&D insurance

Basic life insurance

401k match

Profit-sharing bonus

Paid parental leave

Referral incentive bonus

Onsite wellness programs

Job summary

Moneta is seeking a Client Service Administrator to support our client teams with a broad range of administrative tasks and process improvements. The role will involve coordinating client paperwork, meetings, calendars, and travel arrangements, while supporting daily office operations and vendor reporting.

Ideal candidates will have strong organizational skills, familiarity with Microsoft Office, and be authorized to work in the United States.

Qualifications

• Experience with client servicing and office administration.
• Strong organizational and communication skills.
• Familiarity with Microsoft Office preferred.

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, 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 is seeking a Client Service Administrator to support our client teams with a broad range of administrative tasks and process improvements. The role will involve coordinating client paperwork, meetings, calendars, and travel arrangements, while supporting daily office operations and vendor reporting.

Ideal candidates will have strong organizational skills, familiarity with Microsoft Office, and be authorized to work in the United States.