Senior Retirement Plan Client Service Manager

Company Description

MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are 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

Moneta is searching for a service-minded Finance professional to join one of our Partner teams as a Senior Retirement Plan Client Service Manager. In this role, you will work directly with the team's Advisors and Partners on a wide spectrum of projects that are focused on the client's and participant's needs. Qualities that we look for in a Senior Retirement Plan Client Service Manager include organization, flexibility, strong communication and leadership 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 to deliver the best possible experience. Moneta provides the opportunity for long-term career growth and professional development.

Essential Responsibilities

• Assists Advisors and Partners in daily operations and has a comprehensive understanding of team processes and procedures

• Acts as a liaison between the team Advisors and Partners, financial institutions, and service providers

• Develops a basic understanding of qualified retirement plans including 401(k), Profit Sharing programs, etc

• Develop and establish rapport with all assigned clients as a trusted liaison between the client and their Advisor and/or Partner

• Works directly with third-party Custodians, Service Providers, and Advisors to meet critical project and industry deadlines

• Prepares client reviews, meeting agendas, executive summaries, investment performance reports, and other ongoing client agreements

• Coordinates scheduling of client reviews, employee education, and internal team meetings

• Organizes and assists in executing action items following client reviews with the Advisors

• Coordinates with various other team members and departments to ensure proper data entry and flow through various reporting systems

• Works with Advisors on client/employee financial wellness and engagement programs

• Assists with internal strategic initiatives and projects for clients and the team

• Seeks ongoing industry knowledge through internal classes provided in MonetaU, and relevant designations and licenses

Qualifications

• Bachelor's Degree preferred with an emphasis in Accounting, Human Resources/Benefits, Business or Finance field

• Three or more years of relevant work experience

• Proficient in Microsoft Office Applications, with advanced expertise in Excel

• Knowledge of Financial Custodial Systems is a plus (e.g., Schwab, Fidelity, etc.)

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:

• 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.