What are the responsibilities and job description for the Client Experience Coordinator position at Moneco Advisors?
Be the face of a standout client experience and the heartbeat of our Pittsfield office at one of New England’s fastest-growing independent wealth management firms.
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. Moneco is looking for energetic individuals who will bring a fresh perspective and innovative touch to a traditional concept.
This is a part-time, hourly position with a competitive benefits package and performance-based bonus potential. This role works out of our Pittsfield, MA office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.
What You’ll Do
The Client Experience Coordinator plays an important role in setting the tone for Moneco. This is a great opportunity for someone who enjoys being the face of the office and creating a standout experience for clients and team members.
Client Experience
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.
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. Moneco is looking for energetic individuals who will bring a fresh perspective and innovative touch to a traditional concept.
This is a part-time, hourly position with a competitive benefits package and performance-based bonus potential. This role works out of our Pittsfield, MA office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.
What You’ll Do
The Client Experience Coordinator plays an important role in setting the tone for Moneco. This is a great opportunity for someone who enjoys being the face of the office and creating a standout experience for clients and team members.
Client Experience
- Manage the company phone line, directing calls to necessary team members.
- Elevate the client experience by greeting all visitors.
- Maintain a high standard for office appearance.
- Manage client birthday cards, gifts, gift certificates and annual holiday gifts.
- Order all stationery, office supplies and breakroom supplies.
- Coordinate on behalf of the firm with key vendors.
- Maintain key office systems, including mail, files, postage, bank/client deposits and calendars.
- Proactively anticipate office needs, ensuring workspaces are well-maintained, stocked, and operating efficiently.
- Assist with account openings, transfers, money movement, and account maintenance.
- Coordinate workflows to ensure requests are completed accurately and on time.
- Follow established service workflows and document compliance steps.
- Participate in team learning sessions and shadowing opportunities.
- Coordinate team lunches, meetings and gatherings.
- Assist teams with scheduling client appointments.
- Support updates to Moneco Intranet home page.
- Support interview scheduling and onboarding for candidates and new hires.
- Process and scheduling support during quarterly review process.
- Excellent verbal and written communication skills
- Above average skill with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) is required.
- Experience with Google Calendar
- 2 or more years’ experience in an administrative role or office management.
- Experience with a CRM system is a plus.
- Experience working in the financial industry is a plus.
- Excellent attitude and genuine interest in serving clients, internally & externally.
- Ability to be resourceful and proactive when issues arise and anticipate needs.
- Superior phone skills- friendly and helpful in all interactions.
- Excellent organizational and time management skills and ability to multi-task.
- Willingness to act as an ambassador for the firm to our clients as well as others in the local community.
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.