Wealth Advisory Client Service Manager

Moneta Group Investment Advisors LLC; Denver (CO); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical and dental insurance

Disability insurance

Life insurance

401k match

Profit-sharing bonus

Parental leave

Referral bonus

Wellness programs

Job summary

Moneta provides independent wealth management with a fiduciary, fee-only approach and long-standing client relationships. The Client Service Manager role focuses on developing and nurturing client relationships, supporting Advisors and Partners, and ensuring service excellence across complex accounts.

The position emphasizes onboarding new clients, coordinating with operations, and executing investment recommendations while maintaining accurate records and compliance with regulatory standards.

Qualifications

• Bachelor's degree in finance, personal financial planning, accounting, or a related field preferred.
• 2-3 years of work experience preferred.
• Must be authorized to work in the United States.

Responsibilities

• Support Advisors and Partners in daily operations, mastering team processes and procedures.
• Build and maintain trusted relationships with clients with complex account needs, serving as a key point of contact.
• Assists with the onboarding process of new clients to Moneta systems and processes; ensuring all documentation and processes are complete.
• Serve as the primary point of contact for clients, liaising with Advisors/Partners and identifying value-added services.
• Coordinate with centralized operations to implement best practices and enhance service delivery.
• Execute Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.), adhering to deadlines and industry requirements.
• Maintain accurate client records, process billing, transfers, and journals, and review cash reports.
• Research and resolve complex financial scenarios as they arise.
• Participate in professional development opportunities, team meetings, and internal training programs.
• Ensure all activities adhere to policy compliance guidelines, regulatory requirements, and industry standards.
• Perform additional administrative tasks as needed to support team operations.

Skills

Client relationship management

Client service

Attention to detail

Education

Bachelor's degree in finance / related field preferred

Job description

Moneta provides independent wealth management with a fiduciary, fee-only approach and long-standing client relationships. The Client Service Manager role focuses on developing and nurturing client relationships, supporting Advisors and Partners, and ensuring service excellence across complex accounts.

The position emphasizes onboarding new clients, coordinating with operations, and executing investment recommendations while maintaining accurate records and compliance with regulatory standards.