Job Summary
The Client Support Specialist supports complex estate and account termination workflows while partnering closely with Moneta client teams, custodians, and internal operations groups. This role is well suited for an early-career professional or experienced service professional who communicates with confidence, enjoys project-based work, and can keep multiple details moving over an extended timeline. You will have frequent interaction with internal client teams and play an important role in helping them navigate requests, documentation, and next steps.
What You Will Do
- Manage estate and account termination requests from initial intake through completion.
- Review estate planning and account documentation for completeness, identify missing information, and coordinate follow-up with internal teams and custodians.
- Participate in Teams calls with client teams to discuss workflow status, clarify requirements, and help move requests forward.
- Navigate questions with professionalism and sound judgment, researching answers and engaging the appropriate partners when needed.
- Maintain accurate records, next steps, and status updates across Salesforce, financial reporting systems, custodian platforms, DocuSign, and project management tools.
- Balance multiple projects and shifting priorities while providing timely, proactive communication to stakeholders.
- Help document, build, and improve workflows with an emphasis on consistency, efficiency, and strong internal service experience.
- Partner with other onboarding and support specialists on shared responsibilities and team priorities.
- Explore practical ways to use AI-enabled tools to support research, documentation, and process efficiency.
What We Are Looking For
- A confident communicator with a strong professional presence who is comfortable participating in conversations with client teams.
- A solutions-oriented thinker who can work through unfamiliar questions without needing to know every answer immediately.
- Initiative, curiosity, and an eagerness to learn complex workflows.
- Strong critical thinking, organization, and follow-through across multiple long-running projects.
- An interest in building processes, identifying efficiencies, and improving how work gets done.
- Comfort reading detailed documents, including estate planning materials, to locate relevant information. Legal interpretation is not required.
- A collaborative approach and the flexibility to shift priorities as business needs change.
Experience That Can Translate Well
We welcome candidates from a range of backgrounds. You may be a recent college graduate who demonstrates maturity and business judgment, or you may bring transferable experience from a fast-paced service environment. Relevant backgrounds may include:
- Business, finance, pre-law, marketing, human resources, or another related field.
- A law firm, trust, probate, wealth management, banking, or broader financial services environment.
- Hospitality, customer service, retail, or sales roles that required professional communication, problem-solving, and managing many details at once.
- Work that involved creating procedures, coordinating projects, or improving processes.
Qualifications
- Bachelor's degree preferred; equivalent relevant experience will also be considered.
- One or more years of professional experience is helpful.
- Proficiency with Microsoft Office applications; experience with Salesforce or DocuSign is a plus.
- Authorized to work in the United States.
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 well-being 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 is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.
Skills Required
- Bachelor’s degree or equivalent relevant experience
- One or more years of professional experience
- Proficiency with Microsoft Office applications
- Authorization to work in the United States
- Strong professional communication and presence
- Critical thinking, organization, and follow-through across multiple projects
- Ability to read detailed estate planning and account documentation
- Salesforce or DocuSign experience
What We Do
Moneta is one of the nation’s premier comprehensive wealth management and financial planning firms distinguished by a legacy of innovation, service, and loyalty to our clients that only a completely independent company can offer. At Moneta, we believe in the power of relationships. Our team of dedicated professionals are passionate about making a difference in people’s lives by empowering them to navigate life’s path and protect what they cherish. We foster a culture of excellence and continuous growth, providing opportunities for you to develop your career while helping individuals, families, and institutions achieve their financial goals through highly personalized services leveraging cutting-edge technology and deep industry expertise. At Moneta, you will seek to understand, discover possibilities, and take action to deliver an exceptional experience. Our approach focuses on building long-term relationships with clients so we can design and execute custom solutions tailored to their unique needs and aligned with their personal aspirations.
