About this role
Client Service Manager at Moneta. Location: Clayton, Missouri, United States. Role: building relationships, supporting advisors, executing trades Requirements: Support advisors, build client relationships, onboard clients, execute custodial transactions, maintain records; bachelor's in finance/accounting preferred; 2+ years experience preferred; must be authorized to work in the US. Category: Finance and Accounting Seniority: Entry Level Tools: Schwab, Fidelity Commitment: Full Time Workplace: Onsite Languages: English