Client Services Manager

Moneco Advisors•Fairfield, CT

3d•Onsite

About The Position

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.

Requirements

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).
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.

Nice To Haves

Experience with CRM systems a plus.
Background in financial services a plus.

Responsibilities

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.
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.
Assist in general office administration, including firmwide projects across client services, operations, and planning.
Support scheduling, correspondence, and workflow coordination across the team.
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.