Wealth Management Client Experience Specialist

Moneco Advisors; Glastonbury (CT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive benefits

Bonus potential

Job summary

MONECO ADVISORS is a Connecticut-based wealth management firm seeking a Client Services Specialist to support advisors and client service teams across operations, compliance, and firmwide projects. The role is full-time and salaried with benefits and bonus potential.

You will handle client communications, assist with account openings and transfers, and participate in team learning sessions to sharpen skills. A client-first, detail-oriented mindset is essential for success.

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; writing samples may be requested.

Responsibilities

• Handle incoming client calls, schedule appointments, and provide proactive support.
• Assist with account openings, transfers, money movement, and account maintenance.
• Coordinate workflows to ensure requests are completed accurately and on time.
• Follow established service workflows and document compliance steps.

Skills

Administrative experience

Customer service

Communication skills

MS Office proficiency

CRM experience

Tools

Microsoft Office

CRM systems

Job description

MONECO ADVISORS is a Connecticut-based wealth management firm seeking a Client Services Specialist to support advisors and client service teams across operations, compliance, and firmwide projects. The role is full-time and salaried with benefits and bonus potential.

You will handle client communications, assist with account openings and transfers, and participate in team learning sessions to sharpen skills. A client-first, detail-oriented mindset is essential for success.