Client Services Manager, Wealth Advisory
Moneta
A registered investment advisory firm in Chicago is looking for a Client Service Manager. This full-time role involves developing and maintaining relationships with clients, assisting with the onboarding process, and supporting Advisors with their operations. The ideal candidate will have a Bachelor's degree in finance, along with 2-3 years of relevant experience. Comprehensive benefits are provided including paid holidays, medical insurance, and a 401k match. #J-18808-Ljbffr Moneta
Vacancy posted 2 days ago
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