This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager, you will work alongside the team’s Advisors and Partners on a wide range of projects focused on clients' needs. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.Essential ResponsibilitiesSupport Advisors and Partners in daily operations, mastering team processes and procedures.Build and maintain trusted relationships with clients with complex account needs, serving as a key point of contact.Assists with the onboarding process of new clients to Moneta systems and processes; ensuring all documentation and processes are complete.Serve as the primary point of contact for clients, liaising with Advisors/Partners and identifying value-added services.Coordinate with centralized operations to implement best practices and enhance service delivery.Execute Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.), adhering to deadlines and industry requirements.Maintain accurate client records, process billing, transfers, and journals, and review cash reports.Research and resolve complex financial scenarios as they arise.Participate in professional development opportunities, team meetings, and internal training programs.Ensure all activities adhere to policy compliance guidelines, regulatory requirements, and industry standards.Perform additional administrative tasks as needed to support team operations.