logo

JobNob

Your Career. Our Passion.

Client Service Manager


Moneta


Location

Boulder, CO | United States


Job description



Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs), dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career. Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.

Job Description



We are actively seeking a Client Service Manager to join our Boulder, Colorado financial advisory team office. In this role, you will develop and build relationships with our clients through frequent interaction, providing dedicated service to meet client needs. Moneta provides the opportunity for long term career growth and professional development as you learn the foundational knowledge of wealth management.

As a Client Service Manager , you will work alongside the team’s Advisors and Partners on a wide range of projects focused on the client’s needs. Qualities that will help you flourish in this role 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 our clients and their needs to deliver the best possible experience.

Essential Responsibilities

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. 


Job tags

Holiday workFull timeTemporary workWork experience placement


Salary

All rights reserved