Moneta
Mergers & Acquisitions (M&A) Specialist – Moneta
The M&A Specialist works closely with the transition team and custodian partners to ensure a smooth transition of new advisor teams to the Moneta platform.
Implement the client onboarding and, if applicable, custodian transition plan
Manage the client paperwork process including:
Preparation, delivery, and processing of client paperwork
Status monitoring and tracking
Coordination with custodian contacts to resolve issues
Regular communication of progress and open items
Research requirements for account transfers and special account needs
Organize, analyze, and implement transition of required data and records to Moneta systems
Execute client servicing tasks as assigned to assist the advisor team with the volume of client servicing needs post transition
Identify efficiencies in existing processes and procedures to foster continuous improvement for onboarding process and advisor teams
Stay up to speed with custodian requirements, process changes, and Moneta systems
Seniority Level Entry level
Employment Type Full-time
Job Function Business Development and Sales
Industries Financial Services and Business Consulting and Services
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Implement the client onboarding and, if applicable, custodian transition plan
Manage the client paperwork process including:
Preparation, delivery, and processing of client paperwork
Status monitoring and tracking
Coordination with custodian contacts to resolve issues
Regular communication of progress and open items
Research requirements for account transfers and special account needs
Organize, analyze, and implement transition of required data and records to Moneta systems
Execute client servicing tasks as assigned to assist the advisor team with the volume of client servicing needs post transition
Identify efficiencies in existing processes and procedures to foster continuous improvement for onboarding process and advisor teams
Stay up to speed with custodian requirements, process changes, and Moneta systems
Seniority Level Entry level
Employment Type Full-time
Job Function Business Development and Sales
Industries Financial Services and Business Consulting and Services
#J-18808-Ljbffr