About this role
Client Service Manager - Family Office at Moneta. Location: Clayton or Mission Woods. Role: preparing materials, analyzing investments, managing accounts Requirements: Bachelor's degree preferred, 1+ year relevant experience, proficiency in Microsoft Office, experience with investment analysis, retirement, tax and estate planning, and working with custodial systems. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Financial Custodial Systems, Schwab, Fidelity Commitment: Full Time Workplace: Onsite Languages: English