Broker Check

Client Services Associate

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:

  • Client Operations: Ability to manage and execute processes relating to new accounts, account transfers, money movement and account maintenance. Requires a strong attention to detail and the ability to navigation several assignments simultaneously.
  • Administration: Assists in general office administration, including firmwide projects in the areas of client services, operations, marketing and financial planning.
  • Customer Relationship Management (CRM): Use the company’s client database and associated analytics to refine client service processes, including contact information, key dates, and notes and records of client communication.

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!


  • Excellent verbal and written communication skills required. Writing samples will be requested.
  • Above average skill with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) is required.
  • 3 or more years’ experience in the client services/administrative field is required.
  • Experience with a CRM system is a plus.
  • Experience working in the financial industry is a plus
  • Securities licenses (Series 7, 66, 63, 65, or 6) are a plus
  • Ability to coordinate efforts with team members to accomplish tasks and deliver results on time and in good order.
  • Willingness to act as an ambassador for the firm to our clients as well as others in the local community.