Job Description

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 Responsibilities

• Support 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.

Qualifications

• 7-10+ years Customer Service experience in banking or financial services.
• Client-Centric Mindset: Deep commitment to understanding and exceeding client needs.
• Strong understanding of KYC, account opening, and overall regulatory compliance requirements.
• Strategic Vision: Ability to set a compelling direction for client service excellence and drive execution.
• Excellent analytical, problem solving, and decision-making skills. Skilled in using metrics to analyze performance and identify improvement areas.
• Exceptional written/oral communication skills, strong computer skills including Excel, Outlook and Word and other tools.
• Exceptional customer service, organizational, and prioritization skills with a passion for delivering high touch service.
• Proven track record of inspiring, mentoring, and managing high-performing teams with varied responsibilities within the banking industry.
• Demonstrates a strong ability to collaborate effectively with fellow service managers, team members and internal partners, fostering a supportive, and results driven work environment.
• Maintains an open, approachable demeanor, encouraging open communication, mutual respect, and positive team dynamics.
• Demonstrates resilience and composure under pressure, with the ability to adapt swiftly to evolving business priorities and dynamic customer expectations.
• Hebrew speaker is a plus.

Technology Skills:

• Strong technical skills including MS Office: Excel, Word and PowerPoint
• Prior experience with Salesforce and Core Banking systems is beneficial but not required. Other CRM experience is a plus.
• Jack Henry/SilverLake, FiServ banking application experience or similar systems is a plus but not required.

Please note that this role is based in New York requires on-site presence and occasional travel to Florida to further engage and provide support to the customer service team located there. The manager is expected to build a strong cross-location relationship and ensure alignment with service standards and organizational goals. The Bank also has a hybrid schedule, it is dependent on the position, the hiring manager and business needs. Some roles are required to be 5 days in the office.

Compensation:

The expected annual salary for this position is between $100,000 - $120,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.

Additional Information

The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:

• Those with a known mental or physical disability.
• Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
• Victims of domestic violence, sex offenses or stalking.
• Employees with religious observance and practice obligations.

Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.

The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

All your information will be kept confidential according to EEO guidelines.

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.