Client manager [h1.location_city]
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Client manager • boulder co
[last_updated.last_updated_variable_hours]
This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs.
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Client Service Manager
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Remote- Client Service Rep
Global EliteBoulder, Colorado, United States, 80301[filters.remote]
[job_card.full_time]
Client Service Manager
MonetaBoulder, Colorado, USA[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Bachelors 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 Compensation range of approximately $65000 - $75000 base starting salary depending on experience This is a full-time non-exempt salary position Paid holidays Paid time off (PTO) Employer cost-shared medical and dental insurance Employer paid short-term disability long-term disability AD&D insurance and basic life insurance 401k Match 50% of employee contributions up to 6% of compensation Discretionary annual profit-sharing bonus Paid parental leave Professional development reimbursement Paid volunteer time off (VTO) Employee referral incentive bonus program Onsite wellness programs & rewards Employee engagement activities
This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager you will work alongside the teams Advisors and Partners on a wide range of projects focused on clients needs. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.
Essential 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.
Qualifications :
Additional Information :
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families :
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities insurance commissions and / or trails.
Remote Work : No
Employment Type : Full-time
Key Skills
Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients
Experience : years
Vacancy : 1