Client Service Administrator at Moneta

Clayton, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Apr, 26

Salary

0.0

Posted On

27 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Administrative Support, Process Improvement, Workflow Management, Client Coordination, Office Operations, Scheduling, File Organization, Marketing Assistance, Event Coordination, Microsoft Office, Communication, Team Collaboration, Attention To Detail, Problem Solving

Industry

Financial Services

Description

Company Description MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve. Job Description The Client Service Administrator supports client team operations by providing overall assistance to team members on various tasks and projects. Enhancing processes, identifying efficiencies, and taking initiative within the team. This position will be the foundation for your future career at Moneta. Essential Responsibilities Support Client Service Managers and Advisors with administrative preparation for client review meetings Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement Assist in coordinating client paperwork such as new account forms, statements, signature forms, and reports Support daily office operations including scheduling meetings, managing mail, client file organization, and maintaining supply orders Provide marketing and branding assistance as needed Coordinate client and team events Qualifications College degree preferred Familiarity with Microsoft Office products preferred Must be available to work fully on-site Must be authorized to work in the United States Additional Information This is a full-time, non-exempt position, reporting to the Operations Manager. Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being 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.

Responsibilities

The Client Service Administrator supports client team operations by assisting team members with various tasks and projects. This includes enhancing processes, identifying efficiencies, and coordinating client paperwork.