Client Experience Coordinator

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 Experience Coordinator plays an important role in setting the tone for MONECO Advisors. This position is instrumental in making sure all our contacts have an outstanding experience. 

This position has three main areas of responsibility:

• 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.
• Office Administration: Order all stationary, 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.  
• Team Experience: Coordinate team lunches, meetings and gatherings. Assist teams with scheduling client appointments. Provide weekly intra-office communication updates to MONECO Intranet home page. Serve as lead administrator for firm’s executive committee.

We are passionate about helping clients and this opportunity allows you to make a lasting impression with each interaction. The Client Experience Coordinator role is a full-time salaried position with competitive benefits and a performance-based bonus. Do not miss your chance to be a part of one of the fastest growing independent firms in Connecticut!

Qualifications:

• Excellent verbal and written communication skills
• Above average skill with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) is required.
• 2 or more years’ experience in the client services/administrative field is a plus.
• 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.
• Ability to be resourceful and proactive when issues arise.
• 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.