Client Experience Coordinator

Accelerate 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’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 role is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. We’re looking for energetic, client-focused individuals who will bring fresh ideas and energy to a forward-thinking team.

You’ll be the first impression for our clients and visitors, creating a welcoming environment while ensuring smooth office operations and team coordination.

Your work will span three key areas:

• Manage phone lines, greet visitors, and uphold a professional office appearance.
• Coordinate client recognition programs including gifts, cards, and holiday initiatives.
• Assist with scheduling client appointments and supporting client communications.

• Oversee office supplies, mail, deposits, and vendor relationships.
• Maintain calendars, files, and other office systems to support team efficiency.

• Organize team lunches, meetings, and events.
• Provide weekly firmwide updates via the Moneco intranet.

• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• 2+ years of client service or administrative experience preferred.
• Financial services industry background a plus.
• Strong organizational and multitasking abilities.
• Professional, proactive, client-first attitude.

This is a unique opportunity to join a team that values innovation, mentorship, and collaboration. You’ll make an immediate impact by enhancing the client and team experience, while growing your own career in a supportive environment.