Onsite Client Service & Operations Specialist

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

Benefits offered by this job

Paid holidays

PTO

Medical insurance

Dental insurance

Disability insurance

Life insurance

401k match

Profit-sharing bonus

Parental leave

Referral bonus

Wellness program

Job summary

Moneta in Clayton, MO, is seeking a Client Service Administrator to support client teams with administrative tasks and process improvements. You will prepare for client review meetings, coordinate paperwork, manage calendars, schedule meetings, and assist with office operations and vendor reporting.

The role offers on-site work, comprehensive benefits, and opportunities to contribute to client experience and efficiency as part of a fiduciary, fee-only RIAs team.

Qualifications

• Familiarity with Microsoft Office products.
• 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 meeting prep.
• Improve client experience by streamlining processes.
• Coordinate client paperwork and reports.
• Schedule meetings and manage mail and files.
• Handle bill payments and month-end expense reports.
• Track financial transactions including distributions.
• Arrange client travel and itinerary planning.
• Maintain client calendars and appointments.
• Process payroll, create invoices, and manage vendor reports.
• Handle banking correspondence as needed.
• Support special projects such as renovations.
• Assist with marketing and branding tasks.
• Coordinate client and team events.

Skills

Organizational skills

Communication

On-site availability

Tools

Microsoft Office

Job description

Moneta in Clayton, MO, is seeking a Client Service Administrator to support client teams with administrative tasks and process improvements. You will prepare for client review meetings, coordinate paperwork, manage calendars, schedule meetings, and assist with office operations and vendor reporting.

The role offers on-site work, comprehensive benefits, and opportunities to contribute to client experience and efficiency as part of a fiduciary, fee-only RIAs team.