Client Service Administrator - Mission Woods - Moneta Corporation

    Moneta Corporation
    Moneta Corporation Mission Woods

    19 hours ago

    Description

    Client Service Administrator

    The Client Service Administrator supports client team operations by providing overall assistance to team members on various tasks and projects. This role will be the foundation for your future career at Moneta, enhancing processes and identifying efficiencies within the team.

    Key Responsibilities:

    • Support Client Service Managers and Advisors with administrative preparation for client review meetings
    • Enhance the overall client experience by incorporating efficiencies in processes and workflow, monitoring areas of improvement
    • Assist in coordinating client paperwork such as new account forms, statements, signature forms, and reports
    • Schedule meetings manage mail maintain supply orders coordinate events support daily office operations enhance marketing branding services reporting operations

  • Work in company

    Client Service Administrator

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    The Client Service Administrator supports client team operations by providing overall assistance to team members on various tasks and projects. · ...

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