Client Service Manager

As a Client Service Manager at Moneta, your primary responsibilities include building and maintaining strong relationships with clients, managing the new client implementation process, and coordinating support activities with other team members. You will also serve as the first point of contact for clients, liaising between them and the Advisors or Partners to understand their overall needs and identify value-added services.

To apply for the Client Service Manager position at Moneta, a Bachelor’s Degree with emphasis in Accounting or Finance is preferred. Additionally, proficiency in Microsoft Office applications is required, and candidates must be authorized to work in the United States to be considered for this role.

Moneta is committed to providing resources for professional development. Client Service Managers have access to learning opportunities through Moneta University and participate in internal meetings that foster growth. The company also encourages ongoing training and development to ensure that employees stay informed of best practices in wealth management.

Client Service Managers at Moneta will use a variety of tools, including Financial Custodial Systems for implementing investment recommendations and various internal systems for maintaining client files and data. Familiarity with these tools, alongside Microsoft Office, will enhance your ability to succeed in the role.

Moneta offers a comprehensive benefits package to Client Service Managers, including paid holidays, PTO, 401k matching, health and dental insurance, professional development reimbursement, and paid volunteer time off. These benefits are designed to enhance the well-being of employees and their families.

When answering, share a specific experience where you went above and beyond to build trust and rapport with a client. Detail the strategies you used to understand their needs and how that positively impacted your relationship.

Highlight your organizational skills and methods, such as using task management tools or techniques like the Eisenhower Matrix, to ensure you effectively address the most urgent and important tasks for each client.

Discuss your experience with compliance protocols and your attention to detail in financial reporting. Mention any specific processes you've put in place or followed to maintain accuracy and compliance in previous roles.

Share a strategy for preparing for difficult conversations, such as active listening, remaining professional, and focusing on solutions. Provide an example of a past experience that highlights these skills.

Discuss your proficiency with relevant software that is commonly used in financial services, such as CRM systems or investment management platforms. If applicable, mention how this experience would translate to your work at Moneta.

Explain your planned approach, which might include initial meetings to understand their needs, setting up communication preferences, and explaining the processes involved in onboarding. Discuss how this sets the stage for a strong relationship.

Mention strategies such as regular updates via personalized communications, client meetings, or newsletters that you have used in the past to maintain engagement and inform clients about their financial matters.

Share a specific project and your role in it, focusing on what made it successful. Discuss the impact on client satisfaction and how you measured that success.

Highlight your commitment to professional development through resources like industry publications, webinars, and conferences. Explain how this knowledge enhances your service to clients.

Discuss the importance of building trust, being proactive about client needs, and providing exceptional service. Emphasize how listening to feedback plays a crucial role in retention.