Traveling Client Service Manager - Moneta

Moneta is an independent Registered Investment Advisor (RIA) focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.

The Traveling Client Service Manager will work directly with new and existing Partner Teams on a wide spectrum of projects that are focused on the client’s needs and Moneta systems and processes. As Moneta grows into new markets, the Traveling Client Service Manager will serve as an extension of the Mergers and Acquisitions team and play an instrumental role in onboarding Partner Teams to the Moneta platform.

The Traveling Client Service Manager is often the first point of contact for our clients and instrumental in ensuring the focus on their needs to deliver the best possible experience.  In addition, this role will require up to 30% travel as needed to support teams in other Moneta office locations.

Essential Responsibilities

• Assist CSMs, Advisors and Partners in daily operations and develop a comprehensive understanding of team processes and procedures
• Research unique and complex situations as they arise
• Coordinate and implement centralized operations workflows for teams
• Populate and maintain systems data and client files
• Verify client account cash balances, generate and review monthly available cash report
• Manage and prioritize daily workload in a fast-paced environment
• Work directly with third-party Custodians and Advisors to meet critical deadlines and industry cut-off times
• Travel required up to 30%

• Bachelor’s Degree preferred with an emphasis in Accounting or Finance field
• One or more year of relevant experience
• Proficient in Microsoft Office Applications
• Experience working in a team environment preferred

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: 

• Compensation range $65,000 to $75,000 depending on experience
• Annual discretionary team bonus averaging 5% of annual base salary
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid Holidays
• Paid Time Off
• Paid Pregnancy and Parental Leave
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• Professional Development Reimbursement
• Paid Volunteer Time Off
• Employee Referral Incentive Program
• Onsite Wellness Programs & Rewards
• Employee Assistance Program (EAP)
• Employee Engagement Activities

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.