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.
The Client Services Associates will work with the client service teams that support the practices of several independent advisors. The role will elevate the level of service the advisors deliver to their clients in their day to day interactions as well as assist the service teams in executing on client expectations.
This position has three main areas of responsibility:
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 Associates is a part time position with a performance-based bonus. Don’t miss your chance to be a part of one of the fastest growing independent firms in Connecticut!