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Retirement Plan Client Services Lead
Job in
Springfield, Greene County, Missouri, 65897, USA
Listed on 2026-07-14
Listing for:
Moneta
Full Time
position Listed on 2026-07-14
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
Moneta is seeking an Operations Specialist to support Advisors and Partners by managing operations, client communications, and compliance with procedures. The role enhances team efficiency and client satisfaction while coordinating with clients, custodians, and external service providers.
The position emphasizes data management, meeting preparation, and maintaining strong client relationships. On-site work in the United States is required, with long-term career growth opportunities and
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