Client Services Manager

Moneco Advisors, LLC is a holistic financial services firm based in Fairfield, CT offering a wide range of financial planning solutions. The firm takes a modern approach to the finance industry, and its success is rooted in its strong culture and clients-first approach. Moneco is looking for energetic individuals who will bring a fresh perspective and an innovative touch to a traditional concept.

Moneco is hiring a Client Services Manager to work out of the firm’s Glastonbury
, CT Office. The role elevates the level of service the advisors deliver to their clients in their day-to-day interactions as well as assisting with all client-facing administrative needs.

This position has four main areas of responsibility:

• Client Operations:Ability to manage and execute processes relating to new accounts, account transfers, money movement and account maintenance. Requires a strong attention to detail and the ability to simultaneously navigate several assignments.
• Client Management:Work directly with advisors and clients to deliver on client needs and objectives.
• Administration:Assists in general office administration, including firmwide projects in the areas of client services, operations, marketing and financial planning.
• Customer Relationship Management (CRM):Use the company’s client database and associated analytics to refine client service processes, including contact information, key dates, and notes and records of client communication.

This is a unique opportunity to be creative, solve problems and see the direct impact that personal financial planning can have on the firm’s clients. The Client Services Manager is a full-time salaried position with competitive benefits and a performance-based bonus. Do not miss your chance to be a part of one of the fastest growing independent firms in Connecticut!

• Excellent verbal and written communication skills required. Writing samples will be requested.
• Above average skill with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) is required.
• 3 or more years’ experience in the client services/administrative field is required.
• Experience with a CRM system is a plus.
• Experience working in the financial industry is a plus.
• Ability to coordinate efforts with team members to accomplish tasks and deliver results on time and in good order.
• Willingness to act as an ambassador for the firm to our clients as well as others in the local community.