Client Experience Coordinator

Moneco Advisors•Pittsfield, MA

3d•Onsite

About The Position

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 part-time, hourly 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.

Requirements

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.
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.

Nice To Haves

Experience with a CRM system is a plus.
Experience working in the financial industry is a plus.

Responsibilities

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.
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.
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.
Coordinate team lunches, meetings and gatherings.
Assist teams with scheduling client appointments.
Support updates to Moneco Intranet home page.
Support interview scheduling and onboarding for candidates and new hires.
Process and scheduling support during quarterly review process.