Client Support Specialist

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. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. We also have the unique ability to trace our history back nearly 150 years, which demonstrates our ability to evolve to meet the needs of those we serve.

Moneta is seeking an Alternative Investment Client Support Specialist to join our Enterprise Services Team in St. Louis. The Alternative Investment Client Support Specialist handles the administrative and operational tasks related to Alternative Investment transactions for client teams. This Specialist will facilitate subscriptions of hedged strategies, 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.

Essential 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.
• Additional assignments, as needed.

• B.S. Business, Finance, or related field preferred
• One year or more of related experience
• Proficient in Microsoft Office applications, Salesforce CRM

This is a full-time, non-exempt position, reporting to the Alternative Investment Operations Lead.

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 (PTO)
• Employer cost-shared medical and dental insurance
• Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

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.