Client Service Administrator

ABOUT MONETA Moneta is an independent Registered Investment Advisor with nearly 150 years of experience serving clients. Our Partner-led teams combine the resources and expertise of a larger firm with an entrepreneurial approach that empowers teams to act in the best interests of their clients. At the center of our work is a commitment to building strong relationships and delivering exceptional service.

BUILD YOUR FOUNDATION IN WEALTH MANAGEMENT The Client Service Administrator (CSA) is an early-career opportunity for someone who wants to build a strong foundation in wealth management, learn the business from the inside out, and grow over time. As a CSA, you will learn how exceptional client service happens behind the scenes.

Working alongside experienced Client Service Managers and Advisors, you will develop expertise in the processes, systems, and details that support our clients and keep a high-performing wealth management team running smoothly. This role is about more than completing tasks. By mastering the fundamentals of client service and execution, you will develop the financial services knowledge, attention to detail, ownership, and problem-solving skills needed to take on greater responsibility throughout your career.

WHAT YOU'LL DO

Execute recurring client service and operational processes with accuracy, efficiency, and consistency. Support account administration, transactions, documentation, money movement, and other ongoing client needs. Partner with Client Service Managers and Advisors to prepare for and follow through on client meetings, requests, and next steps.

Maintain accurate client information, records, workflows, and documentation. Develop knowledge of the systems, custodial processes, financial concepts, and compliance requirements that support wealth management relationships. Take ownership of responsibilities from beginning to end and proactively communicate questions, issues, and next steps.

Collaborate with the broader client team to help deliver a seamless and exceptional client experience. Identify opportunities to improve processes, strengthen consistency, and create efficiencies. WHO WE'RE LOOKING FOR We are looking for someone who is curious, motivated, detail-oriented, and excited to build a career in financial services.

You may be a great fit if you: Have a bachelor's degree in financial planning, economics, business, accounting, or a related field. Have strong attention to detail and take pride in producing accurate, high-quality work. Are organized and able to manage multiple priorities and deadlines. Take ownership of your work and enjoy seeing responsibilities through from beginning to end.

Are naturally curious and want to understand both how and why things work. Enjoy learning processes, solving problems, and becoming an expert at what you do. Communicate clearly and enjoy collaborating as part of a team. Are motivated to continue learning, developing, and taking on greater responsibility over time. Prior financial services experience is helpful, but not required.

We value aptitude, curiosity, initiative, and a willingness to learn. WHY MONETA Moneta is committed to supporting the professional growth, health, well-being, and financial security of our employees.

Benefits

Medical and dental insurance with employer cost sharing Paid time off and paid holidays 401(k) with a 50% employer match on employee contributions up to 6% of compensation Discretionary annual profit-sharing bonus Employer-paid basic life, short-term disability, long-term disability, and AD&D insurance Paid parental leave Paid volunteer time off Onsite wellness programs and rewards Employee engagement activities Employee referral incentive bonus program Professional development reimbursement opportunities Moneta also supports development toward applicable professional credentials, including the CFP, CFA, CPA, Series 65, and Paraplanner designation, subject to the firm's professional development reimbursement policy.

Moneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65.