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Senior Client Service Manager – Finance & Wealth Advisory
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-06-30
Listing for:
Nichols College
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Nichols College is looking for a Senior Client Service Manager to join Moneta, a service-oriented finance advisory firm. This full-time role focuses on assisting Advisors with operations and ensuring client needs are prioritized.
The ideal candidate will possess a Bachelor's degree in accounting or finance and have at least three years of relevant experience. Additionally, responsibilities include mentoring team members and managing client onboarding processes.
Comprehensive benefits, including holidays, paid leave, and insurance, are offered to enhance employee well-being.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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