Client Service Manager - Family Office

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, but 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.

Are you a proactive problem-solver with a passion for delivering exceptional client service?  Do you thrive in a fast-paced environment where priorities shift and no two days are the same?  If so, we invite you to explore this exciting opportunity to join our team as a Client Service Manager, supporting our ultra-high net-worth, or family office clientele.

About the Role

As a Client Service Manager, you will be a key partner to our advisors and clients, ensuring seamless execution of complex financial transactions, proactive issue resolution, and an exceptional service experience tailored to the unique needs of these families. This role requires a high level of professionalism, attention to detail, and strategic thinking, as well as the flexibility to accommodate the evolving needs of sophisticated clients—including occasional work outside of normal business hours.

Key Responsibilities

• Serve as the primary point of contact for family office clients, delivering white-glove service with discretion and professionalism.
• Manage multiple, evolving priorities with a strategic mindset, ensuring all client requests and financial transactions are handled with precision.
• Anticipate client needs and proactively address potential challenges, demonstrating creative problem-solving skills.
• Collaborate with internal teams, advisors, and external partners to ensure seamless execution of client requests.
• Uphold the highest standards of confidentiality, organization, and attention to detail in all client interactions.
• Adapt to shifting priorities and occasional after-hours client needs, ensuring an exceptional level of service at all times.

What We’re Looking For

• A proactive, self-starter who takes ownership of challenges and finds solutions.
• Strong organizational skills, with the ability to manage multiple high-priority requests simultaneously.
• Exceptional communication and interpersonal skills, with the ability to build trust with clients and internal stakeholders.
• A strategic thinker with the ability to anticipate challenges and implement effective solutions.
• High level of professionalism, discretion, and initiative, with a strong team-player mentality.
• Ability to work flexible hours when needed to accommodate client needs.

Other Qualifications

• Bachelor's degree in finance, personal financial planning, or accounting preferred
• A minimum of 5 years of experience in a professional setting is required, with at least 2-3 years of direct experience in financial services preferred
• Must be authorized to work in the United States  

This is an opportunity to be part of a dynamic, high-performing team within a prestigious financial services firm. We offer a collaborative and supportive work environment, competitive compensation, and the chance to make a meaningful impact in the lives of ultra-high-net-worth clients.  If you have a passion for excellence and a drive to deliver the highest level of service, we would love to hear from you!

Apply today and take the next step in your career.

Employee Benefits and Wellness

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: 

• This is a full-time, in-office, exempt, salary position
• 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.