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Retirement Plan Client Lead
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-07-15
Listing for:
Moneta Group Investment Advisors LLC
Full Time
position Listed on 2026-07-15
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
Moneta Group Investment Advisors LLC in Clayton, MO is seeking an Operations Associate to support Advisors and Partners by coordinating daily operations and client communications. You will ensure smooth processes, maintain client data, and assist in meeting preparations while upholding high standards of fiduciary service.
The role emphasizes collaboration with custodians, service providers, and internal teams, with ongoing professional development opportunities within MonetaU and related
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