Client Service Administrator

Job Description
Moneta is actively hiring Client Service Administrators to support client team operations by providing overall assistance to Partners and team members on various tasks and projects. Learn to enhance processes, identify efficiencies, and take initiative within the team. We are seeking organized, detail-oriented, and flexible individuals who enjoy a small team environment to thrive in the Client Service Administrator role. This position will be the foundation for your future career at Moneta.
Essential Responsibilities
Enhance overall client experience
Support Client Service Managers and Advisors in preparation for client review meetings
Help coordinate client paperwork
Handle mail for clients and teams
Support in day-to-day office operations
Manage client gifting
Marketing and branding assistance as needed
Maintain and organize client files
Coordinate client and team events
Order team supplies and snacks/stock and manage break areas
Scheduling support and coordination for team and partners