Client Service Administrator

02 Jun 2025
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Moneta is actively hiring Client Service Administrators to support client team operations by providing overall assistance to Partners and team members on various tasks and projects. Learn to enhance processes, identify efficiencies, and take initiative within the team.  This position will be the foundation for your future career at Moneta.Essential ResponsibilitiesSupport Client Service Managers and Advisors with administrative preparation for client review meetingsEnhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvementAssist in coordinating client paperwork such as new account forms, statements, signature forms, and reportsAssist the team with organizing and managing tax document collection, coordinating insurance-related requests, and supporting various projects involving third-party professionalsProvide marketing and branding assistance as neededCoordinate client and team events

  • ID: #53956726
  • State: Colorado Denver 80221 Denver USA
  • City: Denver
  • Salary: USD TBD TBD
  • Job type: Full-time
  • Showed: 2025-06-02
  • Deadline: 2025-08-01
  • Category: Et cetera
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