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Senior Client Services Manager - Finance & Advisory
Job in
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listed on 2026-07-31
Listing for:
Moneta Group Investment Advisors LLC
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Moneta Group Investment Advisors LLC is seeking a service-minded Senior Client Service Manager to join a Partner-led team. You will work directly with Advisors and Partners on a wide spectrum of client-focused projects to deliver the best possible experience.
You will mentor junior team members, act as a liaison between clients and Advisors, support financial planning and investment recommendations, coordinate account transfers, onboarding, and collaboration with custodians to meet deadlines.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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