Family Office Client Service Manager - Clayton, United States - Moneta Group

Moneta Group Clayton, United States

3 weeks ago

Description

Company Description

MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri.

We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career.

Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.

Job Description

The Family Office Client Service Manager supports Advisors and Partners in the delivery of comprehensive financial services to team clients.

The position encompasses in-depth work and analysis in the areas of investments, retirement planning, cash flow management, tax planning, estate planning and charitable giving.

In addition, Client Service Managers communicate and work directly with clients as part of the team structure.

The role is suitable for an individual that is organized, detail-oriented, personable, has strong communication skills and the ability to manage multiple projects.

Essential Responsibilities

Manage and contribute to preparation of client review materials such as investment reports, executive summaries, performance analysis, cash flow planning and charitable summaries
Establish rapport with clients as a trusted liaison between the client and Advisor and/or Partner
Present specific topics in client review meetings
Research and analyze unique situations such as retirement accounts and benefits, investment products, income tax planning, estate planning and risk management options
Analyze investment portfolios and complete investment recommendations
Create financial projections
Implement investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.)
Monitor client account cash balances and review monthly cash report
Manage new account application and transfer process
Work directly with third-party professionals such as custodians, investment managers, accountants, and attorneys on behalf of clients

Qualifications

Bachelor's degree preferred
One or more year of relevant experience
Work experience in a team environment
Proficient in Microsoft Office applications
Experience with portfolio management systems preferred
Prior experience in financial services, accounting or law preferred

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:

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 unable to hold securities licenses with the exception of Series 65.

We also do not allow outside business activities, insurance commissions and/or trails.

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