Wealth Client Experience Manager

Moneta Group; Clayton (MO); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Medical and dental insurance (employer

Short/long-term disability, AD&D, life

401k match 50% up to 6%

Discretionary annual profit-sharing

Paid parental leave

Employee referral incentive program

Onsite wellness programs & rewards

Job summary

Moneta Group is seeking a Client Service Manager in Clayton, MO to develop and maintain client relationships and support Advisors and Partners in daily operations. You will manage client onboarding, liaise with Advisors, and coordinate with operations to deliver high-quality service and timely investment execution.

The role emphasizes building trust with clients with complex needs, maintaining records, processing bills and transfers, and ensuring regulatory compliance while supporting ongoing

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

Work experience

Authorized to work in US

Education

Bachelor's degree in finance/related field

Job description

Moneta Group is seeking a Client Service Manager in Clayton, MO to develop and maintain client relationships and support Advisors and Partners in daily operations. You will manage client onboarding, liaise with Advisors, and coordinate with operations to deliver high-quality service and timely investment execution.

The role emphasizes building trust with clients with complex needs, maintaining records, processing bills and transfers, and ensuring regulatory compliance while supporting ongoing