Client & Operations Lead
Listed on 2026-10-06
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Customer Service/HelpDesk
Customer Service Rep, Client Relationship Management, Customer Success Management
Moneco Advisors in Fairfield, CT is seeking a Client Services Manager to support day-to-day client operations and administrative tasks, elevating service levels for advisory teams.
As a backbone to client experience, you will coordinate across teams, manage CRM data, and ensure timely, accurate execution of client requests. This full-time role includes a competitive benefits package and bonus potential.
We are looking to fill the Client Experience & Operations Lead position at Moneco Advisors in Glastonbury, CT, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Experience & Operations Lead role in the description above.
We appreciate your interest in this position.
Join Moneco Advisors and contribute to our ongoing work.
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