Client Service Manager

Job Description
Moneta is actively seekingClient Service Managers to joinour Denver, Colorado financial advisory team office. In this role, you will develop and build relationships with our clients through frequent interaction, providing dedicated service to meet client needs. Moneta provides the opportunity for long term career growth and professional development as youlearn the foundational knowledge ofwealth management.
As a Client Service Manager, you will work alongside the team’s Advisors and Partner on a wide range of projects focused on the client’s needs. Qualities that will help you flourishin this roleinclude organization, flexibility, strong communication skills, attention to detail and the ability to manage multiple projects at once. In everything we do, we focus on our clients and their needsto deliver the best possible experience.
Essential Responsibilities
Assist Advisors and Partner in daily operations and develop a comprehensive understanding of team processes and procedures
Assist Advisors and Partner with client review preparation
Research unique and complex situations as they arise
Establish a rapport with clients as a trusted liaison between the client and their Advisor
Implement Advisor investment recommendations via trading through Financial Custodial Systems
Coordinate account transfers and confirm cost basis information for incoming assets
Populate and maintain systems data and client files
Verify client account cash balances, generate, and review monthly available cash report
Manage and prioritize daily workload in a fast-paced environment
Work directly with third-party Custodians and Advisors to meet critical deadlines and industry cut-off times