Service manager Jobs in Boulder, CO

This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager you will work alongside the teams Advisors and Partners on a wide range of projects focused on clients needs. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.

Essential Responsibilities

• Support Advisors and Partners in daily operations mastering team processes and procedures.
• Build and maintain trusted relationships with clients with complex account needs serving as a key point of contact.
• Assists with the onboarding process of new clients to Moneta systems and processes; ensuring all documentation and processes are complete.
• Serve as the primary point of contact for clients liaising with Advisors / Partners and identifying value-added services.
• Coordinate with centralized operations to implement best practices and enhance service delivery.
• Execute Partner and / or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab Fidelity etc.) adhering to deadlines and industry requirements.
• Maintain accurate client records process billing transfers and journals and review cash reports.
• Research and resolve complex financial scenarios as they arise.
• Participate in professional development opportunities team meetings and internal training programs.
• Ensure all activities adhere to policy compliance guidelines regulatory requirements and industry standards.
• Perform additional administrative tasks as needed to support team operations.

Qualifications :

Additional Information :

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families :

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.  We also do not allow outside business activities insurance commissions and / or trails.

Remote Work : No

Employment Type : Full-time

Key Skills

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Experience : years

Vacancy : 1