What are the responsibilities and job description for the Client Services Specialist position at Moneco Advisors?
Company Description
Moneco Advisors provides client-centric financial planning and wealth management services, focusing on each client’s unique needs, priorities, and goals. With a multigenerational team of professionals, the firm offers comprehensive support to address a wide range of financial matters, from answering basic inquiries to solving complex wealth management challenges. Having refined its client-driven approach for decades, Moneco Advisors is committed to providing objective and unbiased guidance. The company operates offices in several locations, including Fairfield, New Canaan, Glastonbury, and Hamden in Connecticut, as well as Westchester, The Berkshires, and Bergen County.
Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We’re redefining what it means to work in finance – combining a collaborative culture with sophisticated planning tools and a personalized client experience.
The Client Service Specialist role is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. We’re looking for ambitious, detail-oriented individuals who are ready to bring fresh ideas and energy to a forward-thinking team.
What You’ll Do
You’ll support advisors and client service teams by managing client operations, ensuring compliance, and contributing to firmwide projects. 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 follow-through.
Operations & Account Support
- Assist with account openings, transfers, money movement, and 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 gifting.
Learning & Team Development
- Participate in team learning sessions and shadow opportunities.
- Incorporate feedback to continually improve skills and contributions.
What We’re Looking For
- Client-first mindset with a proactive, solution-oriented approach.
- 2–5 years of administrative, account support, or customer service experience.
- 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 innovation, mentorship, and growth. You’ll work closely with advisors and support teams, gain hands-on experience, and contribute from day one to delivering an outstanding client experience.