Client Success Manager, Wealth Advisory
Moneta
Moneta is seeking a Client Service Manager to develop and maintain relationships with clients through regular interaction and proactive service. You will work with Advisors and Partners on client projects, ensuring high-quality support and accurate record-keeping. This full-time, non-exempt role located in Denver focuses on onboarding, coordinating with operations, and executing investment recommendations in line with policies and regulatory standards. #J-18808-Ljbffr Moneta
Vacancy posted 1 day ago
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