Top 9 Fiduciary Jobs in Fitchburg Ma

Client Service Manager
Moneta Group —Worcester, MA
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Associate, Operations (East Branch) - New England
Team Rubicon —Worcester, MA
- $48,936.25 - $72,987.32 a year
- Weekends as needed
- Remote
- Military
- Mid-level
- Travel
- Paid holidays
- Health insurance
Quick Apply
Trust Administrator
Fletcher Tilton P.C. —Worcester, MA
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
Quick Apply
Client Service Manager
Moneta Group Investment Advisors LLC —Worcester, MA
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Quick Apply
Rapid Rehousing & Homeless Prevention Case Manager (SSVF)- Worcester, MA
Veterans Inc. —Worcester, MA
- From $28.84 an hour
- Online Application
- Computer literacy
- Mid-level
- Driver's License
- 403(b) matching
- Paid parental leave
Quick Apply
Experienced Tax Staff, Wealth
AAFCPAS INC —Westborough, MA
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- Research
- Disability insurance
- Health insurance
Quick Apply
2d
Tax Manager or Senior Manager - Ultra-High Net Worth Practice
Frank Rimerman and Co LLP —United States
- $120,000 - $230,000 a year
- Full-time
- 6 years
- Management
- CPA

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Associate, Operations (East Branch) - New England
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Develop and maintain relationships with disaster assistance organizations at the state, county, and city levels. Flexible Unlimited Paid Time Off.
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Client Service Manager

Moneta Group -
Worcester, MA

Apply Now

Job Details

Full-time

Benefits

Profit sharing
Paid parental leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Parental leave
401(k) matching
Professional development assistance
Volunteer time off
Life insurance
Referral program

Qualifications

Investment advisory support
Stakeholder engagement
Financial services customer support
Trade execution in financial markets
Customer relationship building
Account maintenance
Bachelor's degree in finance
Operations coordination
Investment operations
Regulatory compliance
Client file management
Research
Mid-level
Accurate transaction records management
Finance
Managing clients in a customer support role
Client invoicing
Bachelor's degree
Managing clients in a finance role
Financial records management
Client retention
Financial record maintenance
Accounting
Compliance documentation
Investment account customer support
Financial regulatory compliance
Bachelor's degree in accounting
Experience practicing in the securities industry
Account management
Accounting

Full Job Description

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. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Job Summary

This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager, you will work alongside the team’s Advisors and Partners on a wide range of projects focused on clients' needs. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.

Essential 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.
Assists 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.

Qualifications

Bachelor's degree in finance, personal financial planning, accounting, or a related field preferred
2-3 years of work experience preferred
Must be authorized to work in the United States

Additional Information

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.

Apply Now

Refine Your Search

fiduciary jobs in fitchburg ma

Client Service Manager

Associate, Operations (East Branch) - New England

Trust Administrator

Client Service Manager

Rapid Rehousing & Homeless Prevention Case Manager (SSVF)- Worcester, MA

Experienced Tax Staff, Wealth

Tax Manager or Senior Manager - Ultra-High Net Worth Practice

More jobs to discover

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I want to receive the latest job alert for fiduciary in fitchburg ma

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