Retirement Plan Client Success Manager

Moneta; Clayton (MO); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Employer cost-shared medical and dental insurance

401k Match

Discretionary annual profit-sharing bonus

Paid parental leave

Onsite wellness programs

Job summary

Moneta is seeking a dedicated professional to support Advisors and Partners by managing operations and communications effectively. This role is crucial for ensuring smooth daily operations and enhancing client satisfaction and relationships. Applicants should have a degree in Accounting, Business, or Finance, with at least five years of experience. Proficiency in Microsoft Office applications is essential. The position offers comprehensive benefits and opportunities for professional development, supporting long-term career growth.

Qualifications

• Minimum of five years of relevant work experience.
• Proficient in Microsoft Office Applications, with advanced expertise in Excel and PowerPoint a plus.
• Must be authorized to work in the United States.

Responsibilities

• Provides comprehensive support in daily operations.
• Serves as a trusted liaison among Advisors, Partners, clients, and financial institutions.
• Prepares and organizes client reviews and investment performance reports.

Skills

Microsoft Office Applications

Client communication

Knowledge of retirement plans

Education

Bachelor's Degree in Accounting, Business, or Finance

Job description

Moneta is seeking a dedicated professional to support Advisors and Partners by managing operations and communications effectively. This role is crucial for ensuring smooth daily operations and enhancing client satisfaction and relationships. Applicants should have a degree in Accounting, Business, or Finance, with at least five years of experience. Proficiency in Microsoft Office applications is essential. The position offers comprehensive benefits and opportunities for professional development, supporting long-term career growth.