Wealth Client Experience 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

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.