Be the face of a standout client experience and the heartbeat of our Pittsfield office at one of New England’s fastest-growing independent wealth management firms.
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.
About the company
This is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. This role works out of our Pittsfield, MA office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.
What You’ll Do:
The Client Experience Coordinator plays an important role in setting the tone for Moneco. This is a great opportunity for someone who enjoys being the face of the office and creating a standout experience for clients and team members.
Client Experience
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Manage the company phone line, directing calls to necessary team members.
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Elevate the client experience by greeting all visitors.
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Maintain a high standard for office appearance.
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Manage client birthday cards, gifts, gift certificates and annual holiday gifts.
Office Administration
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Order all stationery, office supplies and breakroom supplies.
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Coordinate on behalf of the firm with key vendors.
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Maintain key office systems, including mail, files, postage, bank/client deposits and calendars.
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Proactively anticipate office needs, ensuring workspaces are well-maintained, stocked, and operating efficiently.
Client Service Administration
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Assist with account openings, transfers, money movement, and account maintenance.
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Coordinate workflows to ensure requests are completed accurately and on time.
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Follow established service workflows and document compliance steps.
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Participate in team learning sessions and shadowing opportunities.
Team Experience
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Coordinate team lunches, meetings and gatherings.
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Assist teams with scheduling client appointments.
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Support updates to Moneco Intranet home page.
HR Support
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Support interview scheduling and onboarding for candidates and new hires.
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Process and scheduling support during quarterly review process.
What We’re Looking For:
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Excellent verbal and written communication skills
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Above average skill with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) is required.
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Experience with Google Calendar
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2 or more years’ experience in an administrative role or office management.
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Experience with a CRM system is a plus.
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Experience working in the financial industry is a plus.
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Excellent attitude and genuine interest in serving clients, internally & externally.
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Ability to be resourceful and proactive when issues arise and anticipate needs.
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Superior phone skills- friendly and helpful in all interactions.
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Excellent organizational and time management skills and ability to multi-task.
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Willingness to act as an ambassador for the firm to our clients as well as others in the local community.
Why Join Moneco Advisors?
This is a unique opportunity to be creative, solve problems, and see the direct impact that personal financial planning has on clients’ lives. You’ll be part of one of the fastest-growing independent firms in Connecticut, supported by a team that values collaboration, professionalism, and growth.