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Moneta Jobs (NOW HIRING)

Centra Health

Primary Care Nurse Practitioner

VA · On-site

$87K - $120K/yr

Centra offers primary care and specialty services across Central and Southern Virginia-from Lynchburg to Danville, Farmville, Moneta, and Bedford. CMG includes family practices, specialists, and ...

Centra Health

Primary Care Physician

Lynchburg, VA · On-site

Malpractice coverage Smith Mountain Lake and downtown Moneta offers special events, historic attractions, five championship golf courses and two national monuments on the 22,000 acres of water and ...

Centra Health

Primary Care Nurse Practitioner

Moneta, VA

$87K - $120K/yr

Centra offers primary care and specialty services across Central and Southern Virginia-from Lynchburg to Danville, Farmville, Moneta, and Bedford. CMG includes family practices, specialists, and ...

Centra Health

Primary Care Nurse Practitioner

Moneta, VA · On-site

$87K - $120K/yr

Centra offers primary care and specialty services across Central and Southern Virginia-from Lynchburg to Danville, Farmville, Moneta, and Bedford. CMG includes family practices, specialists, and ...

Centra Health

Primary Care Physician Assistant

VA · On-site

Centra offers primary care and specialty services across Central and Southern Virginia-from Lynchburg to Danville, Farmville, Moneta, and Bedford. CMG includes family practices, specialists, and ...

Centra Health

Primary Care Physician

Lynchburg, VA

Malpractice coverage Smith Mountain Lake and downtown Moneta offers special events, historic attractions, five championship golf courses and two national monuments on the 22,000 acres of water and ...

Centra Health

Primary Care Physician

Lynchburg, VA · On-site

Malpractice coverage Smith Mountain Lake and downtown Moneta offers special events, historic attractions, five championship golf courses and two national monuments on the 22,000 acres of water and ...

Catholic Diocese of Richmond

Youth Ministry Coordinator

VA · On-site

$17 - $22.25/hr

Description Resurrection Catholic Church in Moneta seeks a part-time Youth Minister to coordinate and lead parish programs designed to engage and evangelize youth. Responsibilities include organizing ...

Hardee's

Hardees Shift Leader - Moneta

Roanoke, VA · On-site

$13.50 - $16.75/hr

Click HERE to Apply! Job Title - Restaurant Shift Leader/Hardee's NOW HIRING EXCEPTIONAL RESTAURANT SHIFT LEADERS If you are passionate about making a difference for our guests and our team members ...

Hardee's

Hardees Shift Leader - Moneta

Moneta, IA

$13 - $16.25/hr

Click HERE to Apply! Job Title - Restaurant Shift Leader/Hardee's NOW HIRING EXCEPTIONAL RESTAURANT SHIFT LEADERS If you are passionate about making a difference for our guests and our team members ...

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How much do moneta jobs pay per hour?

As of Jul 1, 2026, the average hourly pay for moneta in the United States is $15.92, according to ZipRecruiter salary data. Most workers in this role earn between $13.46 and $17.31 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Moneta, and why are they important?

I'm sorry, but 'Moneta' is not recognized as a real-world professional occupation, so I cannot provide an answer for this job title.

What are some common challenges faced by Moneta analysts, and how can they effectively address them?

Moneta analysts often work with large and complex financial datasets, which can pose challenges in ensuring data accuracy and integrity. They may also need to adapt to evolving financial regulations and rapidly changing market conditions. Collaborating closely with cross-functional teams like IT, compliance, and risk management is essential to stay updated and to implement best practices. Proactively seeking professional development and leveraging analytical tools can help analysts stay ahead of industry trends and deliver actionable insights.

What is the difference between Moneta vs Loan Officer?

AspectMonetaLoan Officer
CredentialsTypically requires banking or financial certifications, sometimes a degree in finance or related fieldRequires mortgage or financial licenses, such as NMLS certification, and often a degree in finance or business
Work EnvironmentBank branches, financial institutions, or online platformsMortgage companies, banks, or credit unions, working directly with clients
Industry UsageFinancial services, banking, and online financial platformsMortgage lending, banking, and financial services
Common Search & ComparisonYesYes

Moneta and Loan Officers both operate within the financial industry, often requiring similar certifications and working in banking or lending environments. While Moneta may refer to a digital or online financial service platform, Loan Officers are typically involved in mortgage and loan approval processes. Both roles serve clients seeking financial products, but their specific functions and work settings differ.

What are Moneta?

Moneta typically refers to a financial technology company or platform that provides digital banking, payment, or financial services. Depending on the context, Moneta may offer solutions such as online banking, money transfers, bill payments, or other digital financial tools for individuals and businesses. The name 'Moneta' is also sometimes used by companies in the fintech sector across various countries. It's important to check the specific company or service referred to as Moneta to understand its offerings, as features and regulations can vary by region.
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Moneta jobs near you
Client Support Specialist

Client Support Specialist

Moneta Group Investment Advisors LLC

Saint Louis, MO • On-site

$17.50 - $23.50/hr

Other

Medical, Dental, Life, Retirement, PTO

Posted 22 days ago

Key responsibilities

  • Maintain and manage daily service requests from internal teams.

  • Oversee account opening process for existing clients, including completing forms, reviewing documentation, resolving discrepancies, and tracking status updates.

  • Serve as liaison between client teams and custodians to resolve account-related issues efficiently and provide proactive communication to impacted teams and leadership.

Job description

Company 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. 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. 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 Description
The Client Support Specialist is responsible for processing requests with Moneta's designated custodial vendors. This role will encompass working on existing service requests as well as helping to build new processes to create maximum efficiencies. The Client Support Specialist will manage the custodial processing and monitoring functions of the client relationship.
Essential Responsibilities
  • Maintain and manage daily service requests from internal teams.
  • Oversee account opening process for existing clients, including completing forms, reviewing documentation, resolving discrepancies, and tracking status updates.
  • Serve as liaison between client teams and custodians to resolve account-related issues efficiently; provide proactive communication to impacted teams and leadership.
  • Initiate and monitor the Transfer of Assets (TOA) process; reconcile received assets against client statements and follow up on inconsistencies.
  • Process new account maintenance requests and ensure accuracy of client records.
  • Review and update account opening and maintenance workflows; communicate necessary feedback and enhancement opportunities to leadership.
  • Serve as the liaison between client teams and custodians to resolve account-related issues.
  • Use Salesforce CRM to organize, track, and complete daily tasks efficiently.
  • Communicate updates on custodial requirements, regulatory changes, and process modifications to relevant stakeholders.
  • Promote open, honest, and timely communication across teams.
Qualifications
  • B.S. Business, Finance, or related field preferred
  • One year or more of relevant experience
  • Proficient in Microsoft Office applications; Salesforce CRM and DocuSign preferred
  • Authorized to work in the United States
Additional information
This is a full-time, non-exempt position, reporting to the Client Support Manager.
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.

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