Client Services Specialist

Moneco Advisors•Fairfield, CT

4d•Onsite

About The Position

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.

Requirements

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).
Organized, detail-oriented, and eager to learn and grow.

Nice To Haves

CRM experience a plus.

Responsibilities

Handle incoming client calls, schedule appointments, and provide proactive support.
Ensure a seamless client journey through attentive service and consistent follow-through.
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.
Support firmwide initiatives in operations, planning, and client gifting.
Participate in team learning sessions and shadowing opportunities.
Incorporate feedback to continually sharpen skills and deepen contributions.