Moneta Group


  • Job Summary

    The Client Service Manager has a profound impact on the lives of our valued clients.  With an emphasis on service, a Client Service Manager provides overall client service support to the Partner team, ensuring that every client interaction upholds Moneta Group's 'Raving Fan' service standard.  


    Excellent training, collegiality with other team members and opportunities for career advancement are all benefits of the role, but true job satisfaction comes from the relationships forged with clients and the opportunity to contribute significantly to the client experience.

    Duties & Responsibilities

    • Coordinates the preparation of financial plans and reviews; prepares balance sheets, investment allocation summaries, meeting agendas, charts, graphs
    • Schedules client and team meetings
    • Discusses and organizes follow up steps with the Partner and/or Advisor after client meetings
    • Prepares client engagement agreements and investment applications
    • Executes stock, bond, mutual fund, and variable annuity transactions at the direction of the Partner and/or Advisor
    • Monitors client accounts including dollar cost averaging activity
    • Verifies cash balances for systematic withdrawal programs; generates and reviews monthly available cash report
    • Reviews daily transaction reports to ensure accuracy
    • Coordinates account transfers and obtains cost basis information for incoming assets
    • Populates and maintains accurate client data in CRM database, client fee bill system, and reporting systems
    • Prepares fee invoices and monthly fee bill summaries; coordinates compliance approval and payment for client accounts
    • Ensures system backups are completed on routine basis
    • Monitors continuing education requirements for Partner and team members
    • Orders and maintains all supplies
    • Coordinates mailings; processes incoming mail
    • Commits to ongoing education and professional development to remain current in Family CFO matters; attends and may teach Client Service Manager training classes
    • 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. degree preferred, Personal Financial Planning, Accounting or Finance or related studies; GPA 3.5 or higher preferred

    • One or more years of relevant experience preferred

    • Proficient in Microsoft Office applications

    • A strong desire to be of service to clients; resourceful and flexible

    • Creative thinker with strong analytical skills

    • Commitment to ‘Raving Fan’ service  
    • Professional attitude, demeanor, and appearance

    • Authorization to work in the U.S. without durational restrictions

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