Client Services Manager – Glastonbury, CT

MONECO Advisors LLC; Fairfield (CT); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Competitive benefits

Performance-based bonus

Job summary

A financial services firm in Glastonbury, CT is seeking a Client Services Manager to enhance client interactions and manage administrative tasks. The ideal candidate should possess strong communication skills, proficiency in Microsoft Office, and have over three years of experience in a client services role. This full-time position offers competitive benefits and a performance-based bonus, making it a great opportunity to impact clients' financial planning positively.

Qualifications

• 3 or more years’ experience in the client services/administrative field is required.
• Experience with a CRM system is a plus.
• Experience working in the financial industry is a plus.
• CRM experience is a plus.
• Experience in the financial industry is a plus.

Responsibilities

• Manage and execute processes relating to new accounts, transfers, and maintenance.
• Work directly with advisors and clients to deliver on client needs.
• Assist in general office administration and firmwide projects.
• Use client database and analytics to refine service processes.

Skills

Excellent verbal and written communication skills

Proficiency in Microsoft Office Suite

Ability to coordinate efforts with team members

CRM experience

Team coordination

Tools

CRM system

Job description

Client Services Manager – Glastonbury, CT

Moneco Advisors, LLC is a holistic financial services firm based in Fairfield, CT offering a wide range of financial planning solutions. The firm takes a modern approach to the finance industry, and its success is rooted in its strong culture and clients-first approach. Moneco is looking for energetic individuals who will bring a fresh perspective and an innovative touch to a traditional concept.

Moneco is hiring a Client Services Manager to work out of the firm’s Glastonbury, CT Office. The role elevates the level of service the advisors deliver to their clients in their day-to-day interactions as well as assisting with all client-facing administrative needs.

This position has four main areas of responsibility:

• Client Operations: Ability to manage and execute processes relating to new accounts, account transfers, money movement and account maintenance. Requires a strong attention to detail and the ability to simultaneously navigate several assignments.
• Client Management: Work directly with advisors and clients to deliver on client needs and objectives.
• Administration: Assists in general office administration, including firmwide projects in the areas of client services, operations, marketing and financial planning.
• Customer Relationship Management (CRM): Use the company’s client database and associated analytics to refine client service processes, including contact information, key dates, and notes and records of client communication.

This is a unique opportunity to be creative, solve problems and see the direct impact that personal financial planning can have on the firm’s clients. The Client Services Manager is a full-time salaried position with competitive benefits and a performance-based bonus. Do not miss your chance to be a part of one of the fastest growing independent firms in Connecticut!

Qualifications:

• Excellent verbal and written communication skills required. Writing samples will be requested.
• Above average skill with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) is required.
• 3 or more years’ experience in the client services/administrative field is required.
• Experience with a CRM system is a plus.
• Experience working in the financial industry is a plus.
• Ability to coordinate efforts with team members to accomplish tasks and deliver results on time and in good order.
• Willingness to act as an ambassador for the firm to our clients as well as others in the local community.