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Client Success & Wealth Services Manager

Job in Clayton, St. Louis County, Missouri, USA
Listing for: Moneta
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
  • Management
Salary/Wage Range or Industry Benchmark: 80000 - 90000 USD Yearly USD 80000.00 90000.00 YEAR
Job Description & How to Apply Below
A Registered Investment Advisory firm in Clayton, Missouri is seeking a Client Service Manager to develop relationships with clients and support Advisors. Responsibilities include assisting with the onboarding of clients, ensuring compliance with policies, and maintaining accurate client records. The position requires a bachelor's degree and 2 years of experience in finance or similar fields. A competitive salary in the range of $80,000 – $90,000 is offered along with comprehensive benefits and professional development opportunities.
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