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Open nowPosted 99 days ago

Client Services Manager

Moneco Advisors9 open roles

Where
Fairfield, CT; Glastonbury, CT
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Your applicationOpen nowClient Services ManagerMoneco Advisors · Fairfield, CT; Glastonbury, CT

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: posted 99 days ago

The posting

Be the backbone of an outstanding client experience at one of New England’s fastest-growing independent wealth management firms.

Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative, people-first culture with sophisticated planning capabilities — and the Client Services Manager is central to making that experience seamless for every client we serve.

The Client Services Manager is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. This role works out of our Fairfield, CT office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.

What You’ll Do:

You’ll partner directly with advisors and clients to ensure every interaction reflects Moneco’s commitment to excellence. Your work will span four key areas:

Client Operations

  • Manage and execute processes for new accounts, transfers, money movement, and account maintenance.
  • Navigate multiple assignments simultaneously with strong attention to detail and follow-through.

Client Management

  • Work directly with advisors and clients to deliver on client needs and objectives.
  • Serve as a trusted point of contact, building strong relationships with clients over time.

Administration

  • Assist in general office administration, including firmwide projects across client services, operations, and planning.
  • Support scheduling, correspondence, and workflow coordination across the team.

CRM & Technology

  • Use the firm’s CRM platform to maintain accurate client records, key dates, and communication notes.
  • Leverage analytics to refine and improve client service processes over time.

What We’re Looking For:

  • 3+ years of experience in client services or an administrative role.
  • Excellent verbal and written communication skills (writing samples required).
  • Above-average proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).
  • Experience with CRM systems a plus.
  • Background in financial services a plus.
  • Strong ability to coordinate across team members and deliver results accurately and on time.
  • Willingness to act as an ambassador for the firm with clients and in the broader community.

Why Join Moneco Advisors?

This is a unique opportunity to be creative, solve problems, and see the direct impact that personal financial planning has on clients’ lives. You’ll be part of one of the fastest-growing independent firms in Connecticut, supported by a team that values collaboration, professionalism, and growth.

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