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.
The Client Service Administrator provides overall administrative support to the Partner team, uses strong critical thinking skills to enhance processes, improve efficiencies; takes ownership of the role to organize and execute on responsibilities; thinks and acts in a proactive manner.
CFP®, CPA, J.D., or CFA®
Are you an entrepreneurial spirit with a passion for taking care of others?
Are you looking for a clear, rewarding career path? Do you thrive in the company of intelligent, driven colleagues? If so, we’d like to talk!
At Moneta Group, we provide exceptional wealth management and retirement planning services for families and businesses with complex finances. No matter how long it takes or the amount of work required, we go above and beyond for our clients and each other.
Advisors at Moneta have the technical ability to facilitate services including portfolio management, education planning, business planning, and beyond. More importantly, they seek to understand each client’s unique situation, see possibilities for exceptional service, forge lasting relationships, and are wired to do the right thing always.
Advisors at Moneta Group also have the unique opportunity to advance their careers in a long-term and intentional way. Our Partner in Training program offers a clear career path for those interested in being part of our sustainable business model, which facilitates lifetime client relationships and a rewarding career development platform for those interested in investing in themselves and the firm.
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.
The CFO is accountable for the administrative, financial, and risk management operations of the firm, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.
The Instructional Designer/Facilitator will partner with the Manager of Talent & Organization Development to help create our Partner in Training Program, and other training initiatives for all employees to ensure there is opportunity to pursue career goals, and realize their potential.
In addition to creating standard learning events or experiences, the Designer/Facilitator will operate with a wide degree of creativity to ensure our learning strategies are considering the most current and/or alternative forms of learning, and incorporating many approaches including existing and emerging technologies.
The Designer/Facilitator promotes collaboration, partnerships and relationships among the participants in all design projects.