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Wealth Planning & Client Service Manager
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-08-16
Listing for:
Moneta
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Moneta is seeking a Family Office Client Service Manager to support Advisors and Partners in delivering comprehensive financial services. The role involves in-depth work in investments, retirement planning, cash flow management, tax planning, estate planning, and charitable giving.
The candidate should be organized, detail-oriented, personable, and capable of managing multiple projects. The position requires a Bachelor's degree (Finance/Business preferred) and at least one year of relevant
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