St. Louis, Missouri, United States · On-site
MONETA is an independent Registered Investment Advisor (RIA) wholly 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 tru…
Skills: Client Relationship Management, Wealth Management, Financial Trading, Client Onboarding, Account Maintenance
St. Louis, Missouri, United States · On-site
Why DH Pace? The DH Pace Company is a family-owned and privately held business with annual sales over $1 billion through 60+ offices located across the continental United States. The Company is an industry leader in the …
Skills: Leadership, Customer Service, Scheduling, Problem Solving, Employee Performance Management
St. Louis, Missouri, United States · On-site
Why DH Pace? The DH Pace Company is a family-owned and privately held business with annual sales over $1 billion through 60+ offices located across the continental United States. The Company is an industry leader in the …
Skills: Administrative Support, Order Entry, Contract Processing, Purchase Orders, Customer Service
St. Louis, Missouri, United States · On-site
Why DH Pace? The DH Pace Company is a family-owned and privately held business with annual sales over $1 billion through 60+ offices located across the continental United States. The Company is an industry leader in the …
Skills: Garage Door Repair, Door Hardware Installation, Customer Service, Construction, Mechanical Aptitude
St. Louis, Missouri, United States · On-site
Why DH Pace? The DH Pace Company is a family-owned and privately held business with annual sales over $1 billion through 60+ offices located across the continental United States. The Company is an industry leader in the …
Skills: Residential Door Installation, Hardware Installation, Customer Service, Heavy Lifting, Construction
St. Louis, Missouri, United States · Hybrid
Job Title: Claims Processing Representative I Job Code: NE1005 Reports To: Claims Supervisor FLSA Status: Non-Exempt Grade Level: 21 Last Updated: April 2024 Position Summary: The primary responsibility of the Claims Pro…
Skills: Claims Processing, Dental Terminology, Benefit Determination, Problem Solving, Critical Thinking
St. Louis, Missouri, United States · On-site
The Account Management Specialist will act as the primary liaison between the company and the customers, meeting customer expectations and working with internal Hub Group Departments to resolve any issues for the custome…
Skills: Account Management, Customer Relationship Management, Logistics Management, Transportation Management Systems, Microsoft Excel
St. Louis, Missouri, United States · On-site
Overview: CYM Living - Where caring meets innovation. We are a national real estate firm with corporate headquarters in Chicago, IL, Indianapolis, IN and just outside of New York City. Our mission is to provide our resid…
Skills: Plumbing, Electrical, HVAC, General Carpentry, Preventative Maintenance
St. Louis, Missouri, United States · On-site
$19/hr–$21/hr
Industrial Inspection & Analysis is looking for a full-time Administrative Assistant to join our Administrative team at our lab in St. Louis for immediate employment. Starting pay for this position is $19/hr. Job Respons…
Skills: Microsoft Word, Microsoft Excel, Email Communication, Phone Communication, Office Support
St. Louis, Missouri, United States · On-site
Position: Part Time Floor Leader Weekly: 20-29 hours Interview Plan Floor Leader As a Floor Leader, you'll play a vital role in supporting the Store Management Team across all areas of the business. This includes everyth…
Skills: Sales Coaching, Customer Experience, Cash Handling, Store Operations, Team Leadership
St. Louis, Missouri, United States · On-site
Position: Part Time Floor Leader Weekly: 20-29 hours Interview Plan Floor Leader As a Floor Leader, you'll play a vital role in supporting the Store Management Team across all areas of the business. This includes everyth…
Skills: Sales Coaching, Customer Experience, Cash Handling, Store Operations, Team Leadership
St. Louis, Missouri, United States · On-site
Position: Casual Sales Ambassador Weekly: 4-19 hours Interview Plan Sales Ambassador Sales Ambassadors at Lush are experts in product and brand knowledge, as well as providing exceptional customer consultations and produ…
Skills: Customer Service, Sales, Product Demonstration, Consultative Selling, Visual Merchandising
St. Louis, Missouri, United States · On-site
Position: Casual Sales Ambassador Weekly: 4-19 hours Sales Ambassador Sales Ambassadors at Lush are experts in product and brand knowledge, as well as providing exceptional customer consultations and product demonstratio…
Skills: Customer Service, Sales, Product Demonstration, Consultative Selling, Visual Merchandising
St. Louis, Missouri, United States · On-site
Job Title: Sr. Manager, Service Center Job Summary: We are seeking a Service Center Manager to oversee the day-to-day operations of Freight Service Centers. The candidate analyzes operational data to understand productiv…
Skills: Operational Analysis, Freight Management, People Management, Performance Management, Customer Relationship Management
St. Louis, Missouri, United States · On-site
YOUR FUTURE BEGINS AT THIS PREMIER DESTINATION At Event Network, we believe the experience matters. As the leading operator of retail experiences at some of the most iconic and inspiring destinations across the United St…
Skills: Guest Service, Retail Operations, Cash Handling, Inventory Management, Merchandising
St. Louis, Missouri, United States · On-site
$50k–$60k/yr
Condado: Assistant Manager Compensation: $50,000 - $60,000 annual salary with bonus potential Condado Tacos is looking for Assistant General Managers who are expressive, knowledgeable, and hospitality driven. Our leaders…
Skills: Hospitality Management, Financial Analysis, Team Leadership, Guest Experience, Staff Training
St. Louis, Missouri, United States · On-site
Job Description We're looking for an experienced and dynamic General Manager to lead our operations at our Saint Louis location (5421 Chippewa). As General Manager, you'll be the driving force behind our store's success,…
Skills: Leadership, Team Management, Cost Control, Inventory Management, Financial Accountability
St. Louis, Missouri, United States · On-site
Job Description We're looking for an experienced and dynamic General Manager to lead our operations at our Saint Louis location (5421 Chippewa). As General Manager, you'll be the driving force behind our store's success,…
Skills: Leadership, Team Management, Cost Control, Inventory Management, Financial Accountability
St. Louis, Missouri, United States · On-site
$18/hr–$18/hr
Job DetailsJob Location: Missouri History Museum - St. Louis, MO 63112Position Type: Full TimeSalary Range: $18.27 - $18.27 HourlyJob Category: Public HistoryPosition Summary: The Missouri Historical Society is seeking a…
Skills: Event Planning, Sales, Customer Service, Client Relationship Management, Organization
Fenton, Missouri, United States · On-site
$70k–$120k/yr
Do you thrive at the intersection of technical expertise and relationship‑driven selling? At Groundworks, North America's leader in foundation solutions, our Service Technicians are trusted advisors—combining hands‑on kn…
Skills: Consultative Selling, Customer Relationship Management, Technical Diagnosis, Foundation Repair, Water Management
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The role focuses on building and maintaining trusted relationships with clients while supporting Advisors and Partners in daily operations. Key tasks include executing investment recommendations via custodial systems and managing client onboarding and documentation.
A bachelor's degree in finance, accounting, or a related field is preferred along with 2-3 years of work experience. Candidates must be authorized to work in the United States.
MONETA is an independent Registered Investment Advisor (RIA) wholly 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. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.
Job Summary
This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager, you will work alongside the team’s Advisors and Partners on a wide range of projects focused on clients' needs. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.
Essential Responsibilities
Additional information
This is a full-time, non-exempt position reporting to the Operations Manager.
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being 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.
Let's talk. But not just about money.
Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. We help you secure your current financial wealth and plan for the future you imagine by developing earning, spending, saving and tax strategies to support that vision; then we take care of the detailed work to implement the plan for you. Our approach focuses on building long-term relationships so we can design and execute custom solutions tailored to your unique financial needs and aligned with your personal aspirations. We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.
Offices: 190 Carondelet Plaza, Clayton, Missouri 63105, US · 1 N Brentwood Blvd, St Louis, Missouri 63105, US · 200 Columbine, Suite 220, Denver, CO 80206, US · 10 S Wacker Dr, Suite 2975, Chicago, Illinois 60606, US · 1 Mercantile St, Suite 750, Worcester, Massachusetts 01608, US
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