Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.

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.

Moneta is searching for a service-minded Finance professional to join one of our Partner teams as a Client Service Manager in our Mission Hills, KS office. As a Client Service Manager, you will work directly with the team’s Advisors and Partners on a wide spectrum of projects that are focused on the client’s needs. Qualities that we look for in a Client Service Manager include organization, flexibility, strong communication 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 in order to deliver the best possible experience.

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.

Responsibilities

• Assist Advisors and Partners in daily operations and develop a comprehensive understanding of team processes and procedures
• Research unique and complex situations as they arise
• Establish a rapport with clients as a trusted liaison between the client and their Advisor and/or Partner
• Implement Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.)
• 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
• Contribute to an environment of open, honest, and timely communication
• Understand and reinforce the ‘Why’ in all your actions

• Bachelor’s Degree preferred with an emphasis in Accounting or Finance field; GPA of 3.5 or higher preferred
• Proficient in Microsoft Office Applications
• Experience working in a team environment preferred
• Must be professional, personable, well organized, and have a strong attention to detail
• Analytical mindset and a comfort working with numbers
• Ability to be resourceful and flexible in interactions
• Commitment to ‘Raving Fan’ service

• Paid Holidays
• Paid Time Off
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid Pregnancy and Parental Leave
• Professional Development Reimbursement
• Paid Volunteer Time Off
• Employee Referral Incentive Program
• Onsite Wellness Programs & Rewards
• Employee Assistance Program (EAP)
• Employee Engagement Activities
• Company Sponsored Food Trucks and Fishbowl Friday Events
• Complimentary Fresh Fruit, Soda & Snacks
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance