Client Experience Coordinator

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.

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

• 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 stationery, 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.
• Proactively anticipate office needs, ensuring workspaces are well-maintained, stocked, and operating efficiently.

Client Service Administration

• Assist with account openings, transfers, money movement, and account maintenance.
• Coordinate workflows to ensure requests are completed accurately and on time.
• Follow established service workflows and document compliance steps.
• Participate in team learning sessions and shadowing opportunities.

Team Experience 

• Coordinate team lunches, meetings and gatherings.
• Assist teams with scheduling client appointments.
• Support updates to Moneco Intranet home page.

HR Support

• Support interview scheduling and onboarding for candidates and new hires.
• Process and scheduling support during quarterly review process.

What We're Looking For:

• Excellent verbal and written communication skills
• Above average skill with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) is required.
• Experience with Google Calendar
• 2 or more years' experience in an administrative role or office management.
• 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, internally & externally.
• Ability to be resourceful and proactive when issues arise and anticipate needs.
• 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.

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.