Moneta is actively seeking a Client Service Manager to join our Worcester, Massachusetts Office. In this role, you will develop and build relationships with our clients through frequent interaction, providing dedicated service to meet client needs. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.

As a Client Service Manager, you will work alongside the team’s Advisors and Partners on a wide range of projects focused on client needs. Qualities that will help you flourish in this role include organization, flexibility, strong communication skills, attention to detail, and the ability to manage multiple projects at once. We focus on our clients and their needs in everything we do to deliver the best possible experience.

Job Requirements

• Assist Advisors and Partners in daily operations and develop a comprehensive understanding of team processes and procedures
• Research unique and complex situations as they arise
• Establish a rapport with clients as a trusted liaison between the client and Advisors
• Implement Advisor investment recommendations via trading through Financial Custodial Systems
• Coordinate account transfers and confirm cost basis information for incoming assets
• 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
• Contribute to an environment of open, honest, and timely communication
• Understand and reinforce the ‘Why’ in all actions, which is “To empower people to navigate life’s path and protect what they cherish”

• Bachelor’s Degree preferred with an emphasis in Accounting or Finance
• Proficient in Microsoft Office Applications
• Experience working in a team environment preferred
• Must be professional, personable, well organized, and have strong attention to detail
• Analytical mindset and ease of working with numbers
• Ability to be resourceful and flexible in interactions
• Commitment to ‘Raving Fan’ service

Value of Being a Moneta Employee

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:

• 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

Moneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.