Client Support Specialist

Job Description

The Client Support Specialist is responsible for processing requests with Moneta’s designated custodial vendors. This role will encompass working on existing service requests as well as helping to build new processes to create maximum efficiencies. The Client Support Specialist will manage the custodial processing and monitoring functions of the client relationship.

• Maintain and manage daily service requests from internal teams.
• Oversee account opening process for existing clients, including completing forms, reviewing documentation, resolving discrepancies, and tracking status updates.
• Serve as liaison between client teams and custodians to resolve account-related issues efficiently; provide proactive communication to impacted teams and leadership.
• Initiate and monitor the Transfer of Assets (TOA) process; reconcile received assets against client statements and follow up on inconsistencies.
• Process new account maintenance requests and ensure accuracy of client records.
• Review and update account opening and maintenance workflows; communicate necessary feedback and enhancement opportunities to leadership.
• Serve as the liaison between client teams and custodians to resolve account-related issues.
• Use Salesforce CRM to organize, track, and complete daily tasks efficiently.
• Communicate updates on custodial requirements, regulatory changes, and process modifications to relevant stakeholders.
• Promote open, honest, and timely communication across teams.

• B.S. Business, Finance, or related field preferred
• One year or more of relevant experience
• Proficient in Microsoft Office applications;
  Salesforce CRM and Docu Sign preferred
• Authorized to work in the United States

This is a full-time, non-exempt position, reporting to the Client Support Manager.

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.

• Compensation range of $50,000 - $60,000 starting salary depending on experience
• 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

$50,000-$50,000 per year