You haven't searched anything yet.
Moneta is an independent Registered Investment Advisor (RIA) focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.
The Traveling Client Service Manager will work directly with new and existing Partner Teams on a wide spectrum of projects that are focused on the client’s needs and Moneta systems and processes. As Moneta grows into new markets, the Traveling Client Service Manager will serve as an extension of the Mergers and Acquisitions team and play an instrumental role in onboarding Partner Teams to the Moneta platform.
The Traveling Client Service Manager is often the first point of contact for our clients and instrumental in ensuring the focus on their needs to deliver the best possible experience. In addition, this role will require up to 30% travel as needed to support teams in other Moneta office locations.
Essential Responsibilities
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
Full Time
Investment Management
$77k-100k (estimate)
09/10/2023
07/21/2024
monetagroup.com
CLAYTON, MO
200 - 500
1869
PETER SCHICK
$50M - $200M
Investment Management