Client Experience Coordinator – Tax Administrator

Client Experience Coordinator – Tax Administrator

Join to apply for the Client Experience Coordinator – Tax Administrator role at Moneco Advisors

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 cutting‑edge planning tools and a personalized client experience.

The Client Experience Coordinator – Tax Administrator role is a full‑time, salaried position with a competitive benefits package and performance‑based bonus potential. This position plays an important role in setting the tone for our work with wealth management and tax clients, ensuring outstanding service while providing key administrative support to our tax practice.

You’ll deliver a best‑in‑class experience for both wealth management and tax clients, while supporting daily office operations and tax administration processes. Your work will span three key areas:

• Manage phone lines, greet visitors, and maintain a professional office environment.
• Coordinate client recognition milestones and assist with outreach and mailings.
• Schedule and support client appointments.

• Manage office supplies, files, mail, postage, and vendor relationships.
• Assist the Client Services Manager with transaction‑related requests.

• Schedule tax client appointments and prepare necessary documents.
• Organize and send vouchers, manage billing, and support clients with their tax vaults.

• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).
• 2+ years of client service or administrative experience preferred.
• Financial services or tax industry experience a plus.
• Professional, resourceful, and proactive attitude.
• Superior phone and client interaction skills.
• Strong organizational and time management skills, with the ability to multi‑task.
• Desire to serve as an ambassador for the firm in the community.

This is a unique opportunity to contribute to both our wealth management and tax practices in a role that blends client experience with critical tax administration support. You’ll work alongside experienced professionals, learn from day one, and help ensure clients receive the exceptional service that defines Moneco Advisors.