Location: Glastonbury, CT
Accelerate your career in wealth management with one of Connecticut’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’re redefining what it means to work in finance – combining a collaborative culture with sophisticated planning tools and a personalized client experience.
The Client Experience Coordinator – Tax Administrator role is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. This position plays an important role in setting the tone for our work with wealth management and tax clients, ensuring outstanding service while providing key administrative support to our tax practice.
What You’ll Do
You’ll deliver a best-in-class experience for both wealth management and tax clients, while supporting daily office operations and tax administration processes. Your work will span three key areas:
Client Experience
- Manage phone lines, greet visitors, and maintain a professional office environment.
- Coordinate client recognition milestones and assist with outreach and mailings.
- Schedule and support client appointments.
Office Administration
- Manage office supplies, files, mail, postage, and vendor relationships.
- Assist the Client Services Manager with transaction-related requests.
Tax Administration
- Schedule tax client appointments and prepare necessary documents.
- Organize and send vouchers, manage billing, and support clients with their tax vaults.
What We’re Looking For
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).
- 2+ years of client service or administrative experience preferred.
- CRM system experience a plus.
- Financial services or tax industry experience a plus.
- Professional, resourceful, and proactive attitude.
- Superior phone and client interaction skills.
- Strong organizational and time management skills, with the ability to multi-task.
- Desire to serve as an ambassador for the firm in the community.
Why Join Moneco Advisors?
This is a unique opportunity to contribute to both our wealth management and tax practices in a role that blends client experience with critical tax administration support. You’ll work alongside experienced professionals, learn from day one, and help ensure clients receive the exceptional service that defines Moneco Advisors.