Client Service Manager at Monta

Denver, Colorado, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Bachelor's degree in Finance or a related field preferred
2+ years of relevant, direct RIA industry work experience
Ability to come into the office on a regular weekly basis (hybrid work schedules are available, however this position is not remote)
Must be authorized to work in the United States
Qualities: organization, flexibility, strong communication skills, attention to detail, and the ability to manage multiple projects at once

Responsibilities

Assist Advisors and Partner in daily operations and develop a comprehensive understanding of team processes and procedures
Assist Advisors and Partner with client review preparation
Research unique and complex situations as they arise
Establish a rapport with clients as a trusted liaison between the client and their Advisor
Implement Advisor investment recommendations via trading through Financial Custodial Systems
Coordinate account transfers and confirm cost basis information for incoming assets
Populate and maintain systems data and client files
Verify client account cash balances, generate, and review monthly available cash report
Manage and prioritize daily workload in a fast-paced environment
Work directly with third-party Custodians and Advisors to meet critical deadlines and industry cut-off times
Contribute to an environment of open, honest, and timely communication
Understand and reinforce our ‘Why’ in all your actions

Skills

Client Relationship Management

Wealth Management

Financial Advisory

Communication Skills

Project Management

Attention to Detail

Organizational Skills

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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