Location: Fairfield, CT (In Office)
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.
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.
- 2–5 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 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.