About the role
Be the face of a standout client experience and the heartbeat of our Pittsfield office at one of New England’s fastest-growing independent wealth management firms.
Moneco Advisors, LLC is a holistic financial services firm based in Fairfield, CT offering a wide range of financial planning solutions. The firm takes a modern approach to the finance industry and its success is rooted in its strong culture. Moneco is looking for energetic individuals who will bring a fresh perspective and innovative touch to a traditional concept.
This is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. This role works out of our Pittsfield, MA office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.
What You’ll Do:
The Client Experience Coordinator plays an important role in setting the tone for Moneco. This is a great opportunity for someone who enjoys being the face of the office and creating a standout experience for clients and team members.
Client Experience • Manage the company phone line, directing calls to necessary team members. • Elevate the client experience by greeting all visitors. • Maintain a high standard for office appearance. • Manage client birthday cards, gifts, gift certificates and annual holiday gifts.
Office Administration • Order all stationery, office supplies and breakroom supplies. • Coordinate on behalf of the firm with key vendors. • Maintain key office systems, including mail, files, postage, bank/client deposits and calendars. • Proactively anticipate office needs, ensuring workspaces are well-maintained, stocked, and operating efficiently.
Client Service Administration • Assist with account openings, transfers, money movement, and account maintenance. • Coordinate workflows to ensure requests are completed accurately and on time. • Follow established service workflows and document compliance steps. • Participate in team learning sessions and shadowing opportunities.
Team Experience • Coordinate team lunches, meetings and gatherings. • Assist teams with scheduling client appointments. • Support updates to Moneco Intranet home page.
HR Support • Support interview scheduling and onboarding for candidates and new hires. • Process and scheduling support during quarterly review process.
What We’re Looking For: • Excellent verbal and written communication skills • Above average skill with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) is required. • Experience with Google Calendar • 2 or more years’ experience in an administrative role or office management. • Experience with a CRM system is a plus. • Experience working in the financial industry is a plus. • Excellent attitude and genuine interest in serving clients, internally & externally. • Ability to be resourceful and proactive when issues arise and anticipate needs. • Superior phone skills- friendly and helpful in all interactions. • Excellent organizational and time management skills and ability to multi-task. • Willingness to act as an ambassador for the firm to our clients as well as others in the local 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.