Client Transitions Specialist — Onboarding & Offboarding

Moneta, an independent Registered Investment Advisor located in Clayton, Missouri, is seeking a Client Transitions Specialist. This full-time, permanent role focuses on processing new client onboarding and termination requests. The ideal candidate will possess a bachelor's degree and at least one year of experience, with proficiency in Microsoft Office applications, Salesforce CRM, and DocuSign preferred. Moneta offers comprehensive benefits including paid holidays and medical insurance.
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