Senior Client Service Manager - Wealth Advisory Ops

Moneta; Wellesley (MA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Employer cost‑shared medical and dental insurance

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

Discretionary annual profit‑sharing bonus

Paid parental leave

Professional development reimbursement

Paid volunteer time off (VTO)

Job summary

Moneta is seeking a Senior Client Service Manager to join their team in Wellesley, Massachusetts. The successful candidate will assist Advisors and Partners while focusing on the client's needs to provide excellent service.

The ideal candidate has a Bachelor's degree in accounting or finance, with three or more years of relevant experience. Benefits include paid time off, medical insurance, 401k match, and professional development reimbursement.

Qualifications

• Three or more years of relevant experience in finance or client services.
• Proficient in Microsoft Applications.

Responsibilities

• Assists Advisors and Partner in daily operations.
• Acts as a mentor and provides guidance to new team members.
• Implements investment recommendations via trading through custodial systems.
• Facilitates onboarding process of new clients.

Skills

Client service

Financial planning

Microsoft Applications

Tax planning

Education

Bachelor's degree in accounting or finance

Job description

Moneta is seeking a Senior Client Service Manager to join their team in Wellesley, Massachusetts. The successful candidate will assist Advisors and Partners while focusing on the client's needs to provide excellent service.

The ideal candidate has a Bachelor's degree in accounting or finance, with three or more years of relevant experience. Benefits include paid time off, medical insurance, 401k match, and professional development reimbursement.