Senior Retirement Plan Client Service Manager

Job Description
Moneta is searching for a service-minded Finance professional to join one of our Partner teams as a Senior Retirement Plan Client Service Manager. In this role, you will work directly with the team’s Advisors and Partners on a wide spectrum of projects that are focused on the client’s and participant’s needs. Qualities that we look for in a Senior Retirement Plan Client Service Manager include organization, flexibility, strong communication and leadership skills, attention to detail, and the ability to manage multiple projects at once. In everything we do we focus on the client and their needs first to deliver the best possible experience. Moneta provides the opportunity for long-term career growth and professional development.
Essential Responsibilities
Assists Advisors and Partners in daily operations and has a comprehensive understanding of team processes and procedures
Acts as a liaison between the team Advisors and Partners, financial institutions, and service providers
Develops a basic understanding of qualified retirement plans including 401(k), Profit Sharing programs, etc
Develop and establish rapport with all assigned clients as a trusted liaison between the client and their Advisor and/or Partner
Works directly with third-party Custodians, Service Providers, and Advisors to meet critical project and industry deadlines
Prepares client reviews, meeting agendas, executive summaries, investment performance reports, and other ongoing client agreements
Coordinates scheduling of client reviews, employee education, and internal team meetings
Organizes and assists in executing action items following client reviews with the Advisors
Coordinates with various other team members and departments to ensure proper data entry and flow through various reporting systems
Works with Advisors on client/employee financial wellness and engagement programs
Assists with internal strategic initiatives and projects for clients and the team
Seeks ongoing industry knowledge through internal classes provided in MonetaU, and relevant designations and licenses