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Open nowPosted 98 days ago

Client Services Specialist

Moneco Advisors9 open roles

Where
Fairfield, CT; Glastonbury, CT
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Your applicationOpen nowClient Services SpecialistMoneco 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. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 98 days ago

The posting

Build your career in wealth management with one of New England’s fastest-growing independent firms.

Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative culture with sophisticated planning tools and a personalized client experience — and we’re looking for detail-oriented, client-focused individuals ready to grow with us.

The Client Services Specialist is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. You’ll support advisors and client service teams across operations, compliance, and firmwide projects — contributing from day one.

What You’ll Do

You’ll play a key supporting role across client operations, compliance, and team development. Your work will span four key areas:

Client Experience

  • Handle incoming client calls, schedule appointments, and provide proactive support.
  • Ensure a seamless client journey through attentive service and consistent follow-through.

Operations & Account Support

  • Assist with account openings, transfers, money movement, and account maintenance.
  • Coordinate workflows to ensure requests are completed accurately and on time.

Compliance & Workflow Management

  • Follow established service workflows and document compliance steps.
  • Support firmwide initiatives in operations, planning, and client gifting.

Learning & Team Development

  • Participate in team learning sessions and shadowing opportunities.
  • Incorporate feedback to continually sharpen skills and deepen contributions.

What We’re Looking For

  • 2–5 years of administrative, account support, or customer service experience.
  • Client-first mindset with a proactive, solution-oriented approach.
  • Excellent written and verbal communication skills (writing samples may be requested).
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
  • CRM experience a plus.
  • Organized, detail-oriented, and eager to learn and grow.

Why Join Moneco Advisors?

This is a unique opportunity to build your career in wealth management with a team that values mentorship, collaboration, and growth. You’ll work closely with advisors and support teams, gain meaningful hands-on experience, and contribute to an outstanding client experience from day one.

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