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 Manager will work directly with one of the firm’s managing partners and other 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 assisting with all client facing administrative needs.
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 Manager 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!