Wealth Planning & Client Service Manager

Moneta; Clayton (MO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical insurance

Dental insurance

Disability insurance

AD&D insurance

Life insurance

401k match

Profit-sharing bonus

Parental leave

Referral bonus

Wellness program

Job summary

Moneta is seeking a Family Office Client Service Manager to support Advisors and Partners in delivering comprehensive financial services. The role involves in-depth work in investments, retirement planning, cash flow management, tax planning, estate planning, and charitable giving.

The candidate should be organized, detail-oriented, personable, and capable of managing multiple projects. The position requires a Bachelor's degree (Finance/Business preferred) and at least one year of relevant

Qualifications

• Bachelor's degree preferred in Finance, Business, or related field.
• One year of relevant experience.
• Proficient in Microsoft Office applications.
• Strong communication and organizational skills.

Responsibilities

• Manage and contribute to preparation of client review materials such as investment reports, executive summaries, performance analysis, cash flow planning and charitable summaries
• Establish rapport with clients as a trusted liaison between the client and Advisor and/or Partner
• Present specific topics in client review meetings
• Research and analyze unique situations such as retirement accounts and benefits, investment products, income tax planning, estate planning and risk management options
• Analyze investment portfolios and complete investment recommendations
• Create financial projections
• Implement investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.)
• Monitor client account cash balances and review monthly cash report
• Manage new account application and transfer process
• Work directly with third-party professionals such as custodians, investment managers, accountants, and attorneys on behalf of clients

Skills

Client relationship management

Communication skills

Analytical thinking

Education

Bachelor's degree in Finance, Business, or related field

Tools

Microsoft Office

Job description

Moneta is seeking a Family Office Client Service Manager to support Advisors and Partners in delivering comprehensive financial services. The role involves in-depth work in investments, retirement planning, cash flow management, tax planning, estate planning, and charitable giving.

The candidate should be organized, detail-oriented, personable, and capable of managing multiple projects. The position requires a Bachelor's degree (Finance/Business preferred) and at least one year of relevant