Client Services Manager

Moneco Advisors•Glastonbury, CT

20h•Onsite

About The Position

Moneco Advisors is a full-service financial planning firm seeking a Client Services Manager to support a seamless client experience through day-to-day client operations and administrative support. This full-time, salaried position is based in the firm’s Fairfield, Connecticut office and works directly with advisors and clients. The role spans client operations, client management, general administration, and CRM and technology, while supporting the firm’s collaborative, people-first culture.

Requirements

At least 3 years of experience in client services or an administrative role.
Excellent verbal and written communication skills; writing samples are required.
Above-average proficiency with Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook.
Strong ability to coordinate across team members and deliver accurate, timely results.
Willingness to act as an ambassador for the firm with clients and in the broader community.

Nice To Haves

Experience with CRM systems.
Background in financial services.

Responsibilities

Manage and execute processes for new accounts, transfers, money movement, and account maintenance.
Handle multiple assignments simultaneously with attention to detail and follow-through.
Work directly with advisors and clients to meet client needs and objectives.
Serve as a trusted client point of contact and build relationships over time.
Assist with general office administration and firmwide projects across client services, operations, and planning.
Support scheduling, correspondence, and team workflow coordination.
Maintain accurate client records, key dates, and communication notes in the firm’s CRM platform.
Use analytics to refine and improve client service processes.
Represent the firm with clients and in the broader community.