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Client Experience Lead - Wealth Management
Job in
Fairfield, Fairfield County, Connecticut, 06828, USA
Listed on 2026-08-08
Listing for:
Moneco Advisors
Full Time
position Listed on 2026-08-08
Job specializations:
-
Customer Service/HelpDesk
CRM Systems & Management, Office Administrator/ Coordinator, Client Relationship Management
Job Description & How to Apply Below
Moneco Advisors in Fairfield, CT is seeking a Client Services Manager to elevate client experience through day‑to‑day operations and administrative support. This full‑time role partners with advisors and clients to deliver seamless service across accounts, transfers, and money movement.
You will manage CRM records, support scheduling, and coordinate workflows, leveraging MS Office and CRM systems to improve processes. A strong communicator with 3+ years in client services is essential.
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