Moneta Group

Centralized Services Accounts Specialist

Job Summary

The Centralized Services Account Specialist is responsible for processing account paperwork with Moneta’s designated custodial vendors.  The main focus is centralized new account paperwork for new and/or existing clients.  The Centralized Services Account Specialist also acts as a liaison between custodians and the firm.  As part of the centralization of client and account maintenance processes there will be multiple aspects of the client process that will become centralized.  This will position will continually support those changes in all capacities and help to implement and process all business effected by these changes.

Duties & Responsibilities

  • Manages the account opening process for new clients including:
    • Completing applications and supplementary account forms
    • Reviewing supporting documentation
    • Resolving paperwork discrepancies
    • Tracking new account statuses and communicating updates to client teams
  • Initiates and tracks the Transfer of Assets (TOA) process associated with new accounts. Monitors assets as they are received by the custodian and follows up on any inconsistencies from statements audited against assets received.
  • Reviews new account and account maintenance workflows and updates as needed. Communicates updates to firm.
  • Acts as the intermediary between client teams and custodian for issue resolution.
  • Help to build out new processes and complete business utilizing new processes.
  • Develop forms and ease of processing account openings using DocuSign and LaserApp.
  • Communicates with the firm on updates to custodial requirements, regulatory impacts on process change, and modifications to processes and forms.
  • Fosters an environment of open, honest, and timely communication
  • Ensures the vision and core values of Moneta Group are incorporated into the duties and responsibilities of the position


  • B.S. Business, Finance, or related field preferred
  • One year or more of relevant experience
  • Strong verbal and written communication skills
  • Proficient in Microsoft Office applications; Salesforce CRM and DocuSign preferred
  • Strong problem solving skills
  • Work experience that demonstrates interpersonal and teamwork skills
  • Must be organized, meticulous, detail-oriented, and able to multitask
  • Ability to interact well with external service providers and all employees
  • Commitment to ‘Raving Fan’ service
  • Professional attitude, demeanor, and appearance

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