Client Services Manager – Wealth Advisory

Moneta; Wellesley (MA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Employer cost-shared medical and dental insurance

401k Match – 50% of employee contributions up to 6% of compensation

Discretionary annual profit-sharing bonus

Job summary

Moneta, located in Wellesley, Massachusetts, is seeking a Client Service Manager. This role focuses on developing and maintaining relationships with clients, ensuring their needs are met through dedicated service and support of financial Advisors and Partners.

Ideal candidates will have a bachelor's degree and 2-3 years of relevant work experience, alongside a commitment to policy compliance and industry standards. The position involves coordinating with operations to improve service delivery and requires authorization to work in the U.S.

Qualifications

• 2-3 years of work experience preferred.
• Must be authorized to work in the United States.

Responsibilities

• Support Advisors and Partners in daily operations.
• Build and maintain trusted relationships with clients.
• Coordinate with centralized operations to enhance service delivery.
• Research and resolve complex financial scenarios.

Skills

Customer Relationship Management

Financial Analysis

Communication Skills

Education

Bachelor's degree in finance, personal financial planning, accounting, or related field

Job description

Moneta, located in Wellesley, Massachusetts, is seeking a Client Service Manager. This role focuses on developing and maintaining relationships with clients, ensuring their needs are met through dedicated service and support of financial Advisors and Partners.

Ideal candidates will have a bachelor's degree and 2-3 years of relevant work experience, alongside a commitment to policy compliance and industry standards. The position involves coordinating with operations to improve service delivery and requires authorization to work in the U.S.