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 Service Associate role is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. We’re looking for ambitious, detail-oriented individuals who are ready to bring fresh ideas and energy to a forward-thinking team.
What You’ll Do
You’ll support advisors and client service teams by managing client operations, ensuring compliance, and contributing to firmwide projects. Your work will span four key areas:
Client Experience
- Handle incoming client calls, schedule appointments, and provide proactive support.
- Ensure a seamless client journey through attentive service and follow-through.
Operations & Account Support
- Assist with account openings, transfers, money movement, and 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 gifting.
Learning & Team Development
- Participate in team learning sessions and shadow opportunities.
- Incorporate feedback to continually improve skills and contributions.
What We’re Looking For
- Client-first mindset with a proactive, solution-oriented approach.
- 2–4 years of administrative, account support, or customer service experience.
- 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 innovation, mentorship, and growth. You’ll work closely with advisors and support teams, gain hands-on experience, and contribute from day one to delivering an outstanding client experience.