Client Experience Lead - Wealth Management

Moneco Advisors; Fairfield (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

Moneco Advisors in Fairfield, CT is seeking a Client Services Manager to elevate client experience through day‑to‑day operations and administrative support. This full‑time role partners with advisors and clients to deliver seamless service across accounts, transfers, and money movement.

You will manage CRM records, support scheduling, and coordinate workflows, leveraging MS Office and CRM systems to improve processes. A strong communicator with 3+ years in client services is essential.

Qualifications

• 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).
• Experience with CRM systems a plus.
• Background in financial services a plus.
• Strong ability to coordinate across team members and deliver results accurately and on time.

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.

Skills

Client services

Administrative experience

Communication skills

Microsoft Office

CRM experience

Financial services background

Coordination

Tools

CRM platform

Microsoft Office Suite

Job description

Moneco Advisors in Fairfield, CT is seeking a Client Services Manager to elevate client experience through day‑to‑day operations and administrative support. This full‑time role partners with advisors and clients to deliver seamless service across accounts, transfers, and money movement.

You will manage CRM records, support scheduling, and coordinate workflows, leveraging MS Office and CRM systems to improve processes. A strong communicator with 3+ years in client services is essential.