Client Experience Lead — Wealth Management Office

Moneco Advisors; Pittsfield (MA); On-site; USD 42,000 - 64,000; Full time

Job summary

Moneco Advisors, LLC in Pittsfield, MA is seeking a Client Experience Coordinator to be the face of the office, delivering a standout experience for clients and team members while handling day-to-day operations. The role combines client service with office administration, including greeting visitors, managing calls, coordinating meetings, handling supplies, and supporting onboarding and HR processes.

Ideal candidates bring strong communication skills, proficient in Microsoft Office and Google

Qualifications

• 2+ years in an administrative role or office management.
• Experience in the financial industry is a plus.
• Proficient in Microsoft Office and Google Calendar.
• Excellent communication and organizational skills.

Responsibilities

• Manage the company phone line and direct calls to team members.
• Greet visitors and elevate the client experience.
• Maintain office appearance and manage supplies.
• Support client account openings, transfers and maintenance.
• Coordinate meetings and team lunches; assist with scheduling client appointments.

Skills

Communication

Microsoft Office

Google Calendar

Time management

Customer service

Ambassador

Education

Associate degree or equivalent

Tools

CRM software

Job description

Moneco Advisors, LLC in Pittsfield, MA is seeking a Client Experience Coordinator to be the face of the office, delivering a standout experience for clients and team members while handling day-to-day operations. The role combines client service with office administration, including greeting visitors, managing calls, coordinating meetings, handling supplies, and supporting onboarding and HR processes.

Ideal candidates bring strong communication skills, proficient in Microsoft Office and Google