Client Service Manager at Monta

Mission Woods, Kansas, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, Investment AdvisoryIndustries

Requirements

Bachelor's degree in finance, personal financial planning, accounting, or a related field
2 or more years of work experience required
Wealth management or public accounting experience preferred
Must be authorized to work in the United States

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
Assist 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

Skills

Key technologies and capabilities for this role

Wealth ManagementClient OnboardingClient Relationship ManagementTradingFinancial Custodial SystemsInvestment Recommendations

Questions & Answers

Common questions about this position

Is this position remote or on-site?

This is an on-site position.

What qualifications are required for the Client Service Manager role?

A Bachelor's degree in finance, personal financial planning, accounting, or a related field is required, along with 2 or more years of work experience. Wealth management or public accounting experience is preferred, and candidates must be authorized to work in the United States.

What opportunities for growth does Moneta offer?

Moneta provides opportunities for long-term career growth and professional development, including participation in professional development opportunities, team meetings, and internal training programs.

What is the company culture like at Moneta?

Moneta has an entrepreneurial business model organized around clients, with Partner-led teams empowered to serve in the best interest of their clients, emphasizing building relationships and providing exceptional service.

What makes a strong candidate for this Client Service Manager position?

Strong candidates will have a Bachelor's degree in a relevant field, at least 2 years of experience, and preferably experience in wealth management or public accounting, along with U.S. work authorization.

Monta

Manages electric vehicle charging stations

About Monta

Monta operates in the electric vehicle (EV) charging sector, providing a solution for managing EV charging stations. The company offers a Charge Point Management System (CPMS) that simplifies the installation, management, and operation of charging points for various clients, including workplaces, commercial businesses, and municipalities. This system allows clients to control access to their charging stations, manage energy usage, collect charging data, and provide multiple payment options. Monta's software-only approach gives it flexibility to meet diverse client needs without requiring different systems. This focus on business-to-business sales and its success in winning tenders distinguishes Monta from its competitors. The company's goal is to support the growth of the EV market by offering comprehensive and efficient management solutions for charging stations.

Copenhagen, DenmarkHeadquarters

2020Year Founded

$139.1MTotal Funding

SERIES_BCompany Stage

Automotive & Transportation, EnergyIndustries

201-500Employees

Risks

Increased competition in the U.S. market could hinder Monta's expansion efforts.

Potential regulatory changes in the U.S. may impact Monta's operations.

Reliance on partnerships poses risks if they do not yield expected results.

Differentiation

Monta offers a comprehensive software-only solution for managing EV charging stations.

The company focuses on B2B sales, targeting fleets, workplaces, and municipalities.

Monta's Charge Point Management System provides exclusive energy management features.

Upsides

Monta's expansion into the U.S. market opens new growth opportunities.

The partnership with Tesla enhances Monta's home charging solutions for corporate fleets.

Rising demand for workplace EV charging solutions supports Monta's business model.

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