About the role
Be the backbone of an outstanding client experience at one of New England’s fastest-growing independent wealth management firms.
Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative, people-first culture with sophisticated planning capabilities — and the Client Services Manager is central to making that experience seamless for every client we serve.
The Client Services Manager is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. This role works out of our Fairfield, CT office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.
What You’ll Do:
You’ll partner directly with advisors and clients to ensure every interaction reflects Moneco’s commitment to excellence. Your work will span four key areas:
Client Operations • Manage and execute processes for new accounts, transfers, money movement, and account maintenance. • Navigate multiple assignments simultaneously with strong attention to detail and follow-through.
Client Management • Work directly with advisors and clients to deliver on client needs and objectives. • Serve as a trusted point of contact, building strong relationships with clients over time.
Administration • Assist in general office administration, including firmwide projects across client services, operations, and planning. • Support scheduling, correspondence, and workflow coordination across the team.
CRM & Technology • Use the firm’s CRM platform to maintain accurate client records, key dates, and communication notes. • Leverage analytics to refine and improve client service processes over time.
What We’re Looking For: • 3+ years of experience in client services or an administrative role. • Excellent verbal and written communication skills (writing samples required). • Above-average proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook). • Experience with CRM systems a plus. • Background in financial services a plus. • Strong ability to coordinate across team members and deliver results accurately and on time. • Willingness to act as an ambassador for the firm with clients and in the broader community.
Why Join Moneco Advisors?
This is a unique opportunity to be creative, solve problems, and see the direct impact that personal financial planning has on clients’ lives. You’ll be part of one of the fastest-growing independent firms in Connecticut, supported by a team that values collaboration, professionalism, and growth.
Text as published by Moneco Advisors. We don't edit postings; apply and ask questions on the employer's site.