Worcester, Massachusetts, 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
Worcester, Massachusetts, United States · On-site
$72k–$136k/yr
Are you an internal caregiver, student, or contingent worker/agency worker at UMass Memorial Health? CLICK HERE to apply through your Workday account. Exemption Status: Exempt Hiring Range: $71,780.80 - $135,699.20 Pleas…
Skills: Manual Therapy, Functional Mobility Training, Therapeutic Exercise, Neuromuscular Education, Cardiopulmonary Conditioning
O'Reilly Auto PartsWorcester, Massachusetts, United States · On-site
$15/hr–$20/hr
Compensation Pay Range: $15.00 - $20.00 The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation includes annual, quarterly performance, or premiums ma…
Skills: Safe Driving, Fleet Management Devices, Customer Service, Cash Handling, Inventory Management
Worcester, Massachusetts, United States · On-site
$26/hr–$42/hr
Before you apply to a job, select your language preference from the options available at the top right of this page. Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, …
Skills: Supervision, Training, Problem Solving, Multitasking, Oral Communication
O'Reilly Auto PartsWorcester, Massachusetts, United States · On-site
$15/hr–$20/hr
Compensation Pay Range: $15.00 - $20.00 The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation includes annual, quarterly performance, or premiums ma…
Skills: Customer Service, Store Operations, Team Leadership, Staff Scheduling, Inventory Management
Worcester, Massachusetts, United States · On-site
$17/hr–$27/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Prescription Fulfillment, Customer Service, Inventory Management, Patient Care, Medical Math
Worcester, Massachusetts, United States · On-site
$28/hr–$30/hr
Overview AdCare, a subsidiary of American Addiction Centers, Inc., is a for-profit substance abuse disorder treatment facility located at 107 Lincoln Street, Worcester, MA 01605. For over 45 years, AdCare has been helpin…
Skills: Clinical Assessment, Treatment Planning, Crisis Intervention, Group Counseling, Family Counseling
O'Reilly Auto PartsWorcester, Massachusetts, United States · On-site
$15/hr–$20/hr
Compensation Pay Range: $15.00 - $20.00 The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation includes annual, quarterly performance, or premiums ma…
Skills: Customer Service, Cash Handling, Automotive Parts Knowledge, Multitasking, Inventory Management
Fitchburg, Massachusetts, United States · On-site
$40/hr–$69/hr
Are you a current UMass Memorial Health caregiver? Apply now through Workday. Exemption Status: Non-Exempt Hiring Range: $40.60 - $69.24 Please note that the final offer may vary within this range based on a candidate’s …
Skills: Radiation Therapy, Patient Care, Simulation, SBRT, SRT
Worcester, Massachusetts, United States · On-site
Are you a current UMass Memorial Health caregiver? Apply now through Workday. Exemption Status: Non-Exempt Hiring Range: $0.00 - $0.00 Please note that the final offer may vary within this range based on a candidate’s ex…
Skills: Functional Oversight, Staff Training, Housekeeping Equipment Operation, Floor Refinishing, Sanitization Procedures
O'Reilly Auto PartsWorcester, Massachusetts, United States · On-site
$15/hr–$20/hr
Compensation Pay Range: $15.00 - $20.00 The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation includes annual, quarterly performance, or premiums ma…
Skills: Customer Service, Retail Sales, Store Operations, Shift Management, Inventory Management
Worcester, Massachusetts, United States · On-site
Description The Department of Biological and Physical Sciences at Assumption University invites applications for a one-year position as Visiting Assistant Professor for the 2026-2027 academic year. The position carries a…
Skills: Teaching, Biological Principles, Microbiology, Curriculum Development, Laboratory Instruction
Worcester, Massachusetts, United States · Remote OK
$70k–$80k/yr
Description Company Overview Altimeter Solutions Group is a leading provider of managed repair services tailored to the property insurance industry. We act as a critical bridge between carriers and policyholders, ensurin…
Skills: Contractor Management, Customer Service, Relationship Building, Conflict Resolution, Risk Management
Worcester, Massachusetts, United States · On-site
$16/hr–$25/hr
$1,000 Sign On Bonus For External Candidates Opportunities with Reliant Medical Group, part of the Optum family of businesses. Join a community-based, multi-specialty, physician-led organization where you will work with …
Skills: Phlebotomy, Urinalysis, Vital Signs Monitoring, Medication Administration, Immunizations
Watertown, Massachusetts, United States · Hybrid
$160k–$230k/yr
Overview ABOUT THE POSITION Senior Project Manager – Transportation (Major/Mega Projects) VHB has been named a U.S. Best Managed Company for 2026, marking its second consecutive year receiving this prestigious recognitio…
Skills: Project Management, Civil Engineering, Structural Engineering, Transportation Infrastructure, Budget Management
Worcester, Massachusetts, United States · On-site
$26/hr–$27/hr
Summary: A Language Bank Interpreter provides professional interpretation services to assist in the communication between people who are limited in their proficiency of the English language and service providers in judic…
Skills: Haitian Creole Interpretation, English Proficiency, Consecutive Interpretation, Simultaneous Interpretation, Sight Translation
Worcester, Massachusetts, United States · On-site
$26/hr–$27/hr
Summary: A Language Bank Interpreter provides professional interpretation services to assist in the communication between people who are limited in their proficiency of the English language and service providers in judic…
Skills: Haitian Creole Interpretation, Consecutive Interpretation, Simultaneous Interpretation, Sight Translation, Medical Interpretation
Worcester, Massachusetts, United States · On-site
Job Description: IT/Cybersecurity Intern (Co-op) Position Type: Unpaid Internship / Co-op (For Academic Credit) Time Commitment: Flexible, Part-Time (approx. 10-20 hours/week during the academic semester) Summary Abby Ke…
Skills: Endpoint Protection Management, Phishing Campaign Management, Penetration Testing, Security Assessment, Technical Support
Worcester, Massachusetts, United States · On-site
$97k–$184k/yr
Company Description About AbbVie AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a r…
Skills: Logistics, Project Management, Security Management, Vendor Management, Financial Assessment
Worcester, Massachusetts, United States · On-site
$70k–$75k/yr
This position offers a salary range of $70,000 to $75,000. Actual pay will be based on relevant skills, qualifications, and experience. Are you looking for a rewarding opportunity working with the pediatric population (c…
Skills: Pediatric Occupational Therapy, Early Intervention, Case Management, IFSP Development, Developmental Assessment
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The role focuses on building and maintaining trusted relationships with clients while providing dedicated service to meet their complex financial needs. Responsibilities include executing investment recommendations, managing client onboarding, and supporting daily operations for Advisors and Partners.
A bachelor's degree in finance, accounting, or a related field is preferred, along with 2-3 years of relevant 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.
Qualifications
Additional Information
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
