Client Support Specialist

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. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

The Client Support Specialist is responsible for processing requests with Moneta’s designated custodial vendors.  This role will encompass working on existing service requests as well as helping to build new processes to create maximum efficiencies.  The Client Support Specialist will manage the custodial processing and monitoring functions of the client relationship.

Essential Responsibilities

• Maintain and manage daily service requests from internal teams.
• Oversee account opening process for existing clients, including completing forms, reviewing documentation, resolving discrepancies, and tracking status updates.
• Serve as liaison between client teams and custodians to resolve account-related issues efficiently; provide proactive communication to impacted teams and leadership.
• Initiate and monitor the Transfer of Assets (TOA) process; reconcile received assets against client statements and follow up on inconsistencies.
• Process new account maintenance requests and ensure accuracy of client records.
• Review and update account opening and maintenance workflows; communicate necessary feedback and enhancement opportunities to leadership.
• Serve as the liaison between client teams and custodians to resolve account-related issues.
• Use Salesforce CRM to organize, track, and complete daily tasks efficiently.
• Communicate updates on custodial requirements, regulatory changes, and process modifications to relevant stakeholders.
• Promote open, honest, and timely communication across teams.

• B.S. Business, Finance, or related field preferred
• One year or more of relevant experience
• Proficient in Microsoft Office applications; Salesforce CRM and DocuSign preferred
• Authorized to work in the United States

This is a full-time, non-exempt position, reporting to the Client Support Manager.

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

• Compensation range of $50,000 - $60,000 starting salary depending on experience
• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

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.