Calendar Management, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Service Operations, Customer Support/Service, Detail Oriented, Financial Planning, Financial Services, Follow Through, Maintain Compliance, Mentoring, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Operational Support, Operations Planning, Organizational Skills, Presentation/Verbal Skills, Team Building, Team Player, Time Management, Wealth Management, Writing Skills
Build your career in wealth management with one of New England's fastest-growing independent firms.
Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative culture with sophisticated planning tools and a personalized client experience — and we're looking for detail-oriented, client-focused individuals ready to grow with us.
The Client Services Specialist is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. You'll support advisors and client service teams across operations, compliance, and firmwide projects — contributing from day one.
What You'll Do
You'll play a key supporting role across client operations, compliance, and team development. Your work will span four key areas:
Client Experience
- Handle incoming client calls, schedule appointments, and provide proactive support.
- Ensure a seamless client journey through attentive service and consistent follow-through.
Operations & Account Support
- Assist with account openings, transfers, money movement, and account maintenance.
- Coordinate workflows to ensure requests are completed accurately and on time.
Compliance & Workflow Management
- Follow established service workflows and document compliance steps.
- Support firmwide initiatives in operations, planning, and client gifting.
Learning & Team Development
- Participate in team learning sessions and shadowing opportunities.
- Incorporate feedback to continually sharpen skills and deepen contributions.
What We're Looking For
- 2–5 years of administrative, account support, or customer service experience.
- Client-first mindset with a proactive, solution-oriented approach.
- Excellent written and verbal communication skills (writing samples may be requested).
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
- CRM experience a plus.
- Organized, detail-oriented, and eager to learn and grow.
Why Join Moneco Advisors?
This is a unique opportunity to build your career in wealth management with a team that values mentorship, collaboration, and growth. You'll work closely with advisors and support teams, gain meaningful hands-on experience, and contribute to an outstanding client experience from day one.