Client Transitions Specialist at Monta

Clayton, Missouri, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment AdvisoryIndustries

Requirements

Bachelor's degree in business, finance or a related field
At least 1 year of work experience
Proficient in Microsoft Office applications, Salesforce CRM and DocuSign (preferred)
Must be authorized to work in the United States

Responsibilities

Serves as the subject matter expert for all Moneta and custodial workflows related to client onboarding and offboarding
Processes daily requests from client teams for new client onboarding, estate accounts, and terminations, ensuring timely and accurate completion
Administers the account opening process, including completing applications and supplemental forms, reviewing supporting documentation, resolving discrepancies, tracking account status and providing updates to client teams
Initiates and monitors the Transfer of Assets (TOA) process for new accounts, auditing incoming assets against statements and resolving inconsistencies
Ensures compliance with all regulatory requirements, documenting tasks appropriately in Moneta’s internal systems
Acts as a liaison between client teams and custodians to resolve issues
Promotes a collaborative team environment through open and timely communication

Skills

Key technologies and capabilities for this role

client onboardingclient offboardingcustodial workflowsaccount openingdocumentation reviewprocess administrationstatus tracking

Questions & Answers

Common questions about this position

Is this position remote or on-site?

This is an on-site position.

What benefits are offered for this role?

Benefits include paid holidays, paid time off (PTO), and employer contributions.

What qualifications are required for the Client Transitions Specialist role?

A Bachelor's degree in business, finance or a related field is required, along with at least 1 year of work experience. Proficiency in Microsoft Office applications, Salesforce CRM and DocuSign is preferred, and candidates must be authorized to work in the United States.

What is the salary for this position?

This information is not specified in the job description.

What does the company culture emphasize?

The company emphasizes building relationships, providing exceptional client service, an entrepreneurial business model with empowered Partner-led teams, independence, collaboration, and open communication.

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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