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Retirement Plan Client Lead

Job in Clayton, St. Louis County, Missouri, USA
Listing for: Moneta Group Investment Advisors LLC
Full Time position
Listed on 2026-07-15
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Retirement Plan Client Experience Lead

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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