More jobs:
Client Services Manager: -Driven Wealth Planning
Job in
Fairfield, Fairfield County, Connecticut, 06828, USA
Listed on 2026-07-27
Listing for:
Moneco Advisors
Full Time
position Listed on 2026-07-27
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
Moneco Advisors is a fast-growing independent wealth management firm in Connecticut seeking a dedicated Client Services Manager to ensure a seamless client experience. This full-time role partners with advisors and clients to support day-to-day operations and administration.
You will manage new accounts, transfers, and money movement; assist with scheduling, correspondence, and workflow coordination; and maintain client records in the CRM, leveraging analytics to improve processes.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×