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Client Services Manager – Wealth Advisory
Job in
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listed on 2026-08-24
Listing for:
Moneta
Full Time
position Listed on 2026-08-24
Job specializations:
-
Management
Client Relationship Management, Wealth Management
Job Description & How to Apply Below
Moneta, located in Wellesley, Massachusetts, is seeking a Client Service Manager. This role focuses on developing and maintaining relationships with clients, ensuring their needs are met through dedicated service and support of financial Advisors and Partners.
Ideal candidates will have a bachelor's degree and 2-3 years of relevant work experience, alongside a commitment to policy compliance and industry standards. The position involves coordinating with operations to improve service delivery and requires authorization to work in the U.S.
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