Client Services Specialist

Moneco Advisors; Fairfield (CT); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Competitive benefits

Performance-based bonus potential

Job summary

Moneco Advisors is seeking a Client Services Specialist to support wealth management operations and client service teams. You will handle client inquiries, schedule, and assist with account openings, transfers, and money movement, contributing to a seamless client experience.

Ideal candidates have 2–5 years in administration or customer service, are proficient with Microsoft Office, comfortable with CRM systems, and detail-oriented.

Qualifications

• 2–5 years of administrative, account support, or customer service experience.
• Client-first mindset with a proactive, solution-oriented approach.
• Excellent written and verbal communication skills (writing samples may be requested).
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• CRM experience is a plus.

Responsibilities

• Handle incoming client calls, schedule appointments, and provide proactive support.
• Assist with account openings, transfers, money movement, and account maintenance; coordinate workflows.
• Follow established service workflows and document compliance steps; support firmwide initiatives in operations and client gifting.
• Participate in team learning sessions and shadowing opportunities; incorporate feedback to improve contributions.

Skills

Administrative experience

Account support

Customer service

MS Office proficiency

CRM experience

Communication skills

Attention to detail

Tools

CRM software

Job description

Build your career in wealth management with one of New England’s fastest-growing independent firms.

Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative culture with sophisticated planning tools and a personalized client experience — and we’re looking for detail-oriented, client-focused individuals ready to grow with us.

The Client Services Specialist is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. You’ll support advisors and client service teams across operations, compliance, and firmwide projects — contributing from day one.

Client Experience

You’ll play a key supporting role across client operations, compliance, and team development. Your work will span four key areas:

• Handle incoming client calls, schedule appointments, and provide proactive support.
• Ensure a seamless client journey through attentive service and consistent follow-through.

Operations & Account Support

• Assist with account openings, transfers, money movement, and account maintenance.
• Coordinate workflows to ensure requests are completed accurately and on time.

Compliance & Workflow Management

• Follow established service workflows and document compliance steps.
• Support firmwide initiatives in operations, planning, and client gifting.

Learning & Team Development

• Participate in team learning sessions and shadowing opportunities.
• Incorporate feedback to continually sharpen skills and deepen contributions.

What We’re Looking For

• 2–5 years of administrative, account support, or customer service experience.
• Client-first mindset with a proactive, solution-oriented approach.
• Excellent written and verbal communication skills (writing samples may be requested).
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• CRM experience a plus.
• Organized, detail-oriented, and eager to learn and grow.

Why Join Moneco Advisors?

This is a unique opportunity to build your career in wealth management with a team that values mentorship, collaboration, and growth. You’ll work closely with advisors and support teams, gain meaningful hands-on experience, and contribute to an outstanding client experience from day one.