Client Support & Onboarding Specialist — Financial Services
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-07-01
Listing for:
Moneta
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Moneta, a fiduciary fee-only Registered Investment Advisory firm in Clayton, MO, is seeking a Client Support Specialist to manage service requests and enhance client processes. This role involves overseeing account openings, liaising with custodians, and utilizing Salesforce CRM to ensure efficient operations.
The ideal candidate has a B.S. in Business or Finance, relevant experience, and proficiency in Microsoft Office. Moneta provides a full-time position with comprehensive benefits, including paid holidays and medical insurance.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×