Broker Check

Client Services Manager - Glastonbury

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.

MONECO is hiring a client Services Manager to work out of the firm's Glastonbury, CT Office. 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 four 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.
  • Client Management: Work directly with advisors and clients to deliver on clients’ needs and objectives.
  • 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 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!

Qualifications:

  • 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.