Client Services Manager

Moneco Advisors; Glastonbury (CT); In loco; USD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Performance-based bonus

Competitive benefits

Descrizione del lavoro

Moneco Advisors, LLC in Fairfield, CT seeks a Client Services Manager to elevate client experience through precise operations, thoughtful scheduling, and proactive support for advisors. You will streamline account openings, transfers, and money movements while maintaining accuracy and timely follow-through.

Collaborate with advisors and clients, manage CRM data, and coordinate across the team. This full-time role offers a competitive benefits package and bonus potential in a collaborative,

Competenze

• 3+ years in client services or administrative roles.
• Excellent verbal and written communication.
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience with CRM systems a plus.

Mansioni

• 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.

Conoscenze

Communication skills

Attention to detail

Time management

Team collaboration

Client service experience

Strumenti

CRM systems

Descrizione del lavoro

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

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.