Moneco Advisors, LLC
Moneco Advisors is seeking a Client Services Specialist to support advisors and client service teams in operations, compliance, and firmwide projects. The role involves handling client calls, managing account support tasks, ensuring compliance workflows, and participating in team development initiatives. This full-time position offers a competitive benefits package and performance-based bonus potential.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Moneco Advisors, LLC.
Moneco Advisors, LLC didn’t post a salary, so this is our estimate from similar listings.