Wealth Management Client Services Associate

Moneta; Mission Woods (KS); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical & Dental

Paid time off

401k match

Profit-sharing bonus

Insurance

Parental leave

Wellness programs

Referral bonus

Job summary

Moneta is seeking a Client Service Administrator (CSA), an early-career opportunity to build a foundation in wealth management, learn the business from the inside out, and grow over time. You will work with Client Service Managers and Advisors to support client service, accounts, and documentation.

The role emphasizes accuracy, organization, ownership, and problem-solving as you develop financial services knowledge and collaborate to deliver an exceptional client experience.

Qualifications

• Bachelor's degree in financial planning, economics, business, accounting, or related field.
• Strong attention to detail and pride in producing accurate, high-quality work.
• Organized and able to manage multiple priorities and deadlines.
• Take ownership of your work and see responsibilities through from start to finish.
• Curious and eager to understand how and why things work.
• Enjoy learning processes, solving problems, and becoming an expert at what you do.
• Clear communication and collaboration as part of a team.

Responsibilities

• Execute recurring client service and operational processes with accuracy, efficiency, and consistency.
• Support account administration, transactions, documentation, money movement, and other ongoing client needs.
• Partner with Client Service Managers and Advisors to prepare for and follow through on client meetings, requests, and next steps.
• Maintain accurate client information, records, workflows, and documentation.
• Develop knowledge of systems, custodial processes, financial concepts, and compliance requirements that support wealth management relationships.
• Take ownership of responsibilities from beginning to end and proactively communicate questions, issues, and next steps.
• Collaborate with the broader client team to help deliver a seamless and exceptional client experience.
• Identify opportunities to improve processes, strengthen consistency, and create efficiencies.

Skills

Attention to detail

Organized

Ownership

Curiosity

Team collaboration

Communication

Education

Bachelor's degree in financial planning, economics, business, accounting, or related field

Job description

Moneta is seeking a Client Service Administrator (CSA), an early-career opportunity to build a foundation in wealth management, learn the business from the inside out, and grow over time. You will work with Client Service Managers and Advisors to support client service, accounts, and documentation.

The role emphasizes accuracy, organization, ownership, and problem-solving as you develop financial services knowledge and collaborate to deliver an exceptional client experience.