Client Service Manager

Job Description
We are actively seeking a Client Service Manager to joinour Boulder, 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 Partners 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
Assisting Advisors and Partners in daily operations and developing a comprehensive understanding of team processes and procedures
Researching unique and complex situations as they arise
Establishing a rapport with clients as a trusted liaison between the client and Advisors
Implementing Advisor investment recommendations via trading through Financial Custodial Systems
Coordinatingaccount transfers and confirm cost basis information for incoming assets
Populatingand maintaining systems data and client files
Verifying client account cash balances, generatingand reviewing monthly available cash report
Working directly with third-party Custodians and Advisors to meet critical deadlines and industry cut-off times