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.