Client Service Manager

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 team’s 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/Partne...