About the role
Build your career in wealth management with one of New England’s fastest-growing independent firms.
Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative culture with sophisticated planning tools and a personalized client experience — and we’re looking for detail-oriented, client-focused individuals ready to grow with us.
The Client Services Specialist is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. You’ll support advisors and client service teams across operations, compliance, and firmwide projects — contributing from day one.
What You’ll Do
You’ll play a key supporting role across client operations, compliance, and team development. Your work will span four key areas:
Client Experience • Handle incoming client calls, schedule appointments, and provide proactive support. • Ensure a seamless client journey through attentive service and consistent follow-through.
Operations & Account Support • Assist with account openings, transfers, money movement, and account maintenance. • Coordinate workflows to ensure requests are completed accurately and on time.
Compliance & Workflow Management • Follow established service workflows and document compliance steps. • Support firmwide initiatives in operations, planning, and client gifting.
Learning & Team Development • Participate in team learning sessions and shadowing opportunities. • Incorporate feedback to continually sharpen skills and deepen contributions.
What We’re Looking For • 2–5 years of administrative, account support, or customer service experience. • Client-first mindset with a proactive, solution-oriented approach. • Excellent written and verbal communication skills (writing samples may be requested). • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook). • CRM experience a plus. • Organized, detail-oriented, and eager to learn and grow.
Why Join Moneco Advisors?
This is a unique opportunity to build your career in wealth management with a team that values mentorship, collaboration, and growth. You’ll work closely with advisors and support teams, gain meaningful hands-on experience, and contribute to an outstanding client experience from day one.
Text as published by Moneco Advisors. We don't edit postings; apply and ask questions on the employer's site.