Job Description

Moneta is seeking an Client Support Specialist to join our Enterprise Services Team in St. Louis. The Client Support Specialist handles and supports the administrative and operational tasks related to Alternative Investment transactions for client teams. This Specialist will facilitate subscriptions of hedged strategies, managed futures, real assets, alternative fixed income and private investment offerings for our clients. This role is a member of the Centralized Operations team and acts as a point of contact for client teams on matters regarding Alternative Investments.

Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.

Duties & Responsibilities

• Process transactions related to Alternative Investments (AI) for client teams including subscriptions, contributions, distributions, redemptions and transfers.
• Work with Business Systems & Custodian team to ensure the processes for AI’s at each custodian are up to date.
• Assist in the implementation of processing new fund offerings for the client teams.
• Review fund documentation for accuracy and completeness prior to submission. Facilitate review of items needing clarification with client teams.
• Act as the liaison between client teams and fund companies to ensure timely communication on open issues, inquiries, and tax reporting.
• Assist with fund reconciliation following closes and capital calls.
• Communicate with custodians as needed regarding processing of AI paperwork.
• Modifies and documents internal business processes as needed.
• Work on special projects as needed

Qualifications

• B.S. Business, Finance, or related field preferred
• One year or more of relevant experience
• Strong verbal and written communication skills
• Proficient in Microsoft Office applications; Salesforce CRM
• Strong problem solving skills
• Work experience that demonstrates interpersonal and teamwork skills
• Must be organized, meticulous, detail-oriented, and able to multitask
• Ability to interact well with external service providers and all employees
• Professional attitude, demeanor, and appearance

Additional Information

Value of Being a Moneta Employee

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
• Employer Cost-Shared Medical and Dental Insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid Pregnancy and Parental Leave
• Professional Development Reimbursement
• Paid Volunteer Time Off
• Employee Referral Incentive Program
• Onsite Wellness Programs & Rewards
• Employee Assistance Program (EAP)
• Employee Engagement Activities
• Company Sponsored Food Trucks and Fishbowl Friday Events
• Complimentary Fresh Fruit, Soda & Snacks
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance

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.