Client Services Manager

Moneco Advisors; Glastonbury (CT); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Moneco Advisors in Fairfield, CT is seeking a Client Services Manager to support day-to-day client operations and administrative tasks, elevating service levels for advisory teams.

As a backbone to client experience, you will coordinate across teams, manage CRM data, and ensure timely, accurate execution of client requests. This full-time role includes a competitive benefits package and bonus potential.

Formación

• 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.
• Willingness to act as an ambassador for the firm with clients and in the broader community.

Responsabilidades

• Client Operations: Manage and execute processes for new accounts, transfers, money movement, and account maintenance.
• Client Management: Deliver on client needs and objectives, build strong client relationships.
• Administration: Assist in general office administration and firm-wide projects across client services, operations, and planning.
• CRM & Technology: Maintain client records in the CRM and use analytics to improve client service processes.

Conocimientos

Communication

Project coordination

Client services

Office productivity

Herramientas

Microsoft Word

PowerPoint

Excel

Outlook

CRM systems

Descripción del empleo

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.

What You’ll Do

You’ll partner directly with advisors and clients to ensure every interaction reflects Moneco’s commitment to excellence. Your work will span four key areas:

Client Operations

• 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.

Client Management

• 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.

Administration

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

CRM & Technology

• 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.

What We’re Looking For

• 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.
• Willingness to act as an ambassador for the firm with clients and in the broader community.

Why Join Moneco Advisors?

This is a unique opportunity to be creative, solve problems, and see the direct impact that personal financial planning has on clients’ lives. You’ll be part of one of the fastest-growing independent firms in Connecticut, supported by a team that values collaboration, professionalism, and growth.