On-Site Client Services & Operations Specialist

Moneta Group; Clayton (MO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical and dental insurance

Short-term disability

Job summary

Moneta Group is seeking a Client Service Administrator to support client team operations in a full-time, on-site capacity in Clayton, MO. The role focuses on improving processes, coordinating client paperwork, and assisting with daily office operations while supporting payroll and reporting tasks.

The position offers comprehensive benefits and opportunities for growth within the fiduciary, fee-only RIA. Authorized US work status is required.

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

• Provide administrative support for client review meetings.
• Enhance client experience by improving processes and workflow efficiency.
• Coordinate client paperwork such as new account forms and reports.
• Assist in daily office operations including scheduling, mail, and file organization.
• Process payroll, prepare expense reports, and track financial transactions.

Skills

Microsoft Office

On-site work

US work authorization

Job description

Moneta Group is seeking a Client Service Administrator to support client team operations in a full-time, on-site capacity in Clayton, MO. The role focuses on improving processes, coordinating client paperwork, and assisting with daily office operations while supporting payroll and reporting tasks.

The position offers comprehensive benefits and opportunities for growth within the fiduciary, fee-only RIA. Authorized US work status is required.