Client Services Specialist

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.