Are you passionate about a career in finance? Do you have a knack for customer service? If yes, Moneta wants to talk to you about career opportunities on our Partner teams.
Moneta is searching for a Client Service Manager who will help our Partners and Advisors with critical tasks that drive our client experience. The Client Service Manager role is key to the overall client experience, in everything from daily communication to semi-annual reviews. You will be working directly with clients, executing trades, maintaining client files, prepping reviews, and coordinating billing. The Client Service Manager role is often the first step on a career path with Moneta.
Salary & Benefits
We offer comprehensive benefits that enhance the well-being of our employees and their families, including competitive salary and generous PTO.